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 | $139,509 | $45,566+206.2% | $64,105+117.6% | $59,633+133.9% |
| Participation rate | 96.4% | 60.2%+36.2pp | 68.2%+28.2pp | 68.7%+27.7pp |
| Annual return | 0.46% | 4.95%-4.5pp | 791.24%-790.8pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $2,157 | $934+130.9% | $1,820+18.5% | $2,203-2.1% |
| Participant deferral / active EE | $3,122 | $2,057+51.8% | $2,822+10.6% | $3,192-2.2% |
| Admin fee / account holder | $12,602 | $3,268+285.7% | $4,499+180.1% | $4,297+193.3% |