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 | $151,312 | $63,346+138.9% | $92,240+64.0% | $70,126+115.8% |
| Participation rate | 90.0% | 68.7%+21.3pp | 76.5%+13.5pp | 69.5%+20.5pp |
| Annual return | 21.54% | 530.19%-508.7pp | 176.29%-154.8pp | 73.15%-51.6pp |
| Employer contribution / active EE | $9,061 | $2,471+266.6% | $3,680+146.2% | $2,343+286.8% |
| Participant deferral / active EE | $4,577 | $2,854+60.4% | $3,897+17.5% | $3,332+37.4% |
| Admin fee / account holder | $2,147 | $3,841-44.1% | $5,194-58.7% | $4,645-53.8% |