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 | $163,912 | $150,442+9.0% | $136,295+20.3% | $147,585+11.1% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 17.22% | 1049.09%-1031.9pp | 5155.97%-5138.8pp | 578.56%-561.3pp |
| Employer contribution / active EE | $1,881 | $5,256-64.2% | $4,695-59.9% | $4,876-61.4% |
| Participant deferral / active EE | $8,153 | $6,630+23.0% | $6,247+30.5% | $5,439+49.9% |
| Admin fee / account holder | $4,369 | $10,905-59.9% | $9,243-52.7% | $10,885-59.9% |