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 | $63,342+138.9% | $92,235+64.1% | $70,131+115.8% |
| Participation rate | 90.0% | 68.7%+21.3pp | 76.5%+13.5pp | 69.5%+20.5pp |
| Annual return | 21.54% | 530.15%-508.6pp | 176.28%-154.7pp | 73.14%-51.6pp |
| Employer contribution / active EE | $9,061 | $2,471+266.7% | $3,679+146.3% | $2,342+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 | $3,840-44.1% | $5,194-58.7% | $4,645-53.8% |