Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,026 | $159,978-5.0% | $147,041+3.4% | $145,978+4.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 36.90% | 98.36%-61.5pp | 419.21%-382.3pp | 550.52%-513.6pp |
| Employer contribution / active EE | $6,287 | $5,288+18.9% | $4,935+27.4% | $4,662+34.9% |
| Participant deferral / active EE | $20,326 | $8,429+141.1% | $8,071+151.8% | $6,690+203.8% |
| Admin fee / account holder | $3,321 | $15,053-77.9% | $13,006-74.5% | $13,400-75.2% |