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 | $131,851 | $29,319+349.7% | $52,425+151.5% | $82,448+59.9% |
| Participation rate | 97.3% | 46.9%+50.4pp | 55.6%+41.7pp | 68.1%+29.2pp |
| Annual return | 53.54% | 535.20%-481.7pp | 302.12%-248.6pp | 41.64%+11.9pp |
| Employer contribution / active EE | $4,121 | $586+602.8% | $914+350.8% | $2,551+61.6% |
| Participant deferral / active EE | $10,029 | $1,171+756.2% | $1,790+460.1% | $4,139+142.3% |
| Admin fee / account holder | $2,289 | $1,962+16.7% | $2,495-8.2% | $7,234-68.4% |