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 | $68,372 | $45,566+50.0% | $64,105+6.7% | $59,633+14.7% |
| Participation rate | 88.9% | 60.2%+28.7pp | 68.2%+20.7pp | 68.7%+20.2pp |
| Annual return | 2.88% | 4.95%-2.1pp | 791.24%-788.4pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $1,794 | $934+92.1% | $1,820-1.4% | $2,203-18.5% |
| Participant deferral / active EE | $1,794 | $2,057-12.8% | $2,822-36.4% | $3,192-43.8% |
| Admin fee / account holder | $9,455 | $3,268+189.4% | $4,499+110.2% | $4,297+120.1% |