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 | $88,510 | $48,277+83.3% | $67,511+31.1% | $80,874+9.4% |
| Participation rate | 97.1% | 66.4%+30.8pp | 72.9%+24.3pp | 67.6%+29.5pp |
| Annual return | 12.16% | 18.27%-6.1pp | 3517.41%-3505.3pp | 35.62%-23.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,547 | $2,926+157.9% | $4,000+88.7% | $4,297+75.6% |
| Admin fee / account holder | $2,209 | $3,687-40.1% | $3,999-44.7% | $6,935-68.1% |