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 | $185,464 | $160,070+15.9% | $147,117+26.1% | $145,897+27.1% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 10.02% | 98.69%-88.7pp | 420.54%-410.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $7,615 | $5,285+44.1% | $4,932+54.4% | $4,663+63.3% |
| Participant deferral / active EE | $6,300 | $8,419-25.2% | $8,065-21.9% | $6,689-5.8% |
| Admin fee / account holder | $16,431 | $15,035+9.3% | $12,993+26.5% | $13,390+22.7% |