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 | $173,554 | $63,346+174.0% | $92,240+88.2% | $70,126+147.5% |
| Participation rate | 89.3% | 68.7%+20.6pp | 76.5%+12.8pp | 69.5%+19.7pp |
| Annual return | 15.70% | 530.19%-514.5pp | 176.29%-160.6pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,974 | $2,471-20.1% | $3,680-46.4% | $2,343-15.7% |
| Participant deferral / active EE | $6,874 | $2,854+140.9% | $3,897+76.4% | $3,332+106.3% |
| Admin fee / account holder | $35,120 | $3,841+814.4% | $5,194+576.2% | $4,645+656.0% |