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 | $202,855 | $48,050+322.2% | $85,969+136.0% | $59,633+240.2% |
| Participation rate | 97.1% | 64.5%+32.7pp | 76.5%+20.6pp | 68.7%+28.5pp |
| Annual return | -0.95% | 0.29%-1.2pp | 9.32%-10.3pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $8,697 | $1,640+430.5% | $3,474+150.3% | $2,203+294.8% |
| Participant deferral / active EE | $4,376 | $2,249+94.5% | $3,829+14.3% | $3,192+37.1% |
| Admin fee / account holder | $2,802 | $3,206-12.6% | $6,053-53.7% | $4,297-34.8% |