Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $158,726 | $159,934-0.8% | $147,005+8.0% | $145,959+8.7% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.2%-3.0pp | 80.3%-1.1pp |
| Annual return | 9.94% | 98.24%-88.3pp | 418.76%-408.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $6,250 | $5,287+18.2% | $4,934+26.7% | $4,661+34.1% |
| Participant deferral / active EE | $3,585 | $8,427-57.5% | $8,070-55.6% | $6,689-46.4% |
| Admin fee / account holder | $38,318 | $15,053+154.5% | $13,006+194.6% | $13,398+186.0% |