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 | $162,092 | $45,152+259.0% | $73,835+119.5% | $59,633+171.8% |
| Participation rate | 85.7% | 64.0%+21.7pp | 73.4%+12.3pp | 68.7%+17.0pp |
| Annual return | 0.52% | 27.40%-26.9pp | 2268.13%-2267.6pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $15,191 | $1,901+699.0% | $2,788+445.0% | $2,203+589.7% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,065 | $3,515+157.9% | $4,880+85.8% | $4,297+110.9% |