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 | $181,329 | $60,139+201.5% | $90,461+100.4% | $79,856+127.1% |
| Participation rate | 96.0% | 65.0%+31.0pp | 72.7%+23.3pp | 69.6%+26.4pp |
| Annual return | 11.85% | 71.96%-60.1pp | 1294.76%-1282.9pp | 31.71%-19.9pp |
| Employer contribution / active EE | $11,228 | $2,069+442.7% | $3,264+244.0% | $2,471+354.3% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,961 | $3,978-0.4% | $5,617-29.5% | $5,306-25.4% |