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 | $85,103 | $45,566+86.8% | $64,105+32.8% | $59,633+42.7% |
| Participation rate | 81.0% | 60.2%+20.8pp | 68.2%+12.8pp | 68.7%+12.3pp |
| Annual return | -2.43% | 4.95%-7.4pp | 791.24%-793.7pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $563 | $934-39.7% | $1,820-69.0% | $2,203-74.4% |
| Participant deferral / active EE | $2,313 | $2,057+12.4% | $2,822-18.0% | $3,192-27.5% |
| Admin fee / account holder | $12,263 | $3,268+275.3% | $4,499+172.6% | $4,297+185.4% |