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 | $185,736 | $56,197+230.5% | $67,652+174.5% | $59,633+211.5% |
| Participation rate | 79.5% | 71.5%+8.1pp | 75.7%+3.9pp | 68.7%+10.9pp |
| Annual return | 0.02% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,281 | $2,844+50.6% | $3,560+20.3% | $3,192+34.1% |
| Admin fee / account holder | $15,678 | $3,958+296.1% | $4,821+225.2% | $4,297+264.9% |