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 | $188,517 | $56,199+235.4% | $67,652+178.7% | $59,632+216.1% |
| Participation rate | 87.8% | 71.5%+16.3pp | 75.7%+12.1pp | 68.7%+19.1pp |
| Annual return | 1.61% | 18505.31%-18503.7pp | 6625.04%-6623.4pp | 2041.32%-2039.7pp |
| Employer contribution / active EE | $2,054 | $1,614+27.2% | $2,266-9.3% | $2,203-6.8% |
| Participant deferral / active EE | $6,072 | $2,844+113.5% | $3,560+70.6% | $3,192+90.2% |
| Admin fee / account holder | $4,609 | $3,958+16.4% | $4,821-4.4% | $4,297+7.3% |