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 | $64,646 | $45,566+41.9% | $64,105+0.8% | $59,633+8.4% |
| Participation rate | 87.5% | 60.2%+27.3pp | 68.2%+19.3pp | 68.7%+18.8pp |
| Annual return | -0.93% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $1,128 | $934+20.8% | $1,820-38.0% | $2,203-48.8% |
| Participant deferral / active EE | $2,073 | $2,057+0.8% | $2,822-26.5% | $3,192-35.1% |
| Admin fee / account holder | $4,704 | $3,268+44.0% | $4,499+4.6% | $4,297+9.5% |