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 | $55,074 | $30,732+79.2% | $59,496-7.4% | $59,633-7.6% |
| Participation rate | 81.6% | 43.2%+38.4pp | 54.6%+27.1pp | 68.7%+13.0pp |
| Annual return | 0.17% | 4.47%-4.3pp | 182.05%-181.9pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $2,622 | $631+315.7% | $1,153+127.4% | $2,203+19.0% |
| Participant deferral / active EE | $5,678 | $1,183+380.0% | $1,829+210.4% | $3,192+77.9% |
| Admin fee / account holder | $14,838 | $2,136+594.6% | $2,232+564.7% | $4,297+245.3% |