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 | $150,361 | $45,152+233.0% | $73,836+103.6% | $59,633+152.1% |
| Participation rate | 90.6% | 64.0%+26.6pp | 73.4%+17.2pp | 68.7%+22.0pp |
| Annual return | 1.58% | 27.40%-25.8pp | 2268.06%-2266.5pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $3,312 | $1,901+74.2% | $2,787+18.8% | $2,203+50.3% |
| Participant deferral / active EE | $5,196 | $2,573+102.0% | $3,583+45.0% | $3,192+62.8% |
| Admin fee / account holder | $21,378 | $3,515+508.3% | $4,882+337.9% | $4,297+397.5% |