Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $150,040 | $58,391+157.0% | $76,667+95.7% | $72,976+105.6% |
| Participation rate | 88.9% | 67.4%+21.5pp | 72.1%+16.8pp | 69.5%+19.4pp |
| Annual return | 23.46% | 2306.65%-2283.2pp | 1166.74%-1143.3pp | 81.02%-57.6pp |
| Employer contribution / active EE | $3,176 | $1,787+77.7% | $2,303+37.9% | $2,440+30.1% |
| Participant deferral / active EE | $7,224 | $2,690+168.5% | $3,336+116.5% | $3,608+100.2% |
| Admin fee / account holder | $13,813 | $4,014+244.1% | $6,423+115.0% | $5,124+169.6% |