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 | $139,424 | $49,177+183.5% | $79,467+75.4% | $64,173+117.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 8.63% | -1.16%+9.8pp | 718.30%-709.7pp | 7.63%+1.0pp |
| Employer contribution / active EE | $1,852 | $2,076-10.8% | $2,800-33.8% | $2,381-22.2% |
| Participant deferral / active EE | $5,086 | $2,821+80.3% | $3,704+37.3% | $3,470+46.6% |
| Admin fee / account holder | $1,967 | $3,839-48.8% | $5,104-61.5% | $4,887-59.8% |