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 | $73,921 | $44,850+64.8% | $60,547+22.1% | $59,633+24.0% |
| Participation rate | 91.7% | 59.5%+32.2pp | 68.0%+23.7pp | 68.7%+23.0pp |
| Annual return | -0.96% | 1074.14%-1075.1pp | 335.64%-336.6pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $4,211 | $1,462+188.1% | $2,419+74.1% | $2,203+91.2% |
| Participant deferral / active EE | $5,492 | $2,230+146.3% | $3,328+65.0% | $3,192+72.1% |
| Admin fee / account holder | $12,599 | $3,635+246.6% | $4,536+177.8% | $4,297+193.2% |