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 | $133,205 | $65,704+102.7% | $94,229+41.4% | $59,633+123.4% |
| Participation rate | 83.9% | 72.1%+11.8pp | 78.8%+5.2pp | 68.7%+15.3pp |
| Annual return | 0.94% | 5.22%-4.3pp | 10.68%-9.7pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,618 | $3,143+46.9% | $4,320+6.9% | $3,192+44.7% |
| Admin fee / account holder | $11,507 | $4,265+169.8% | $6,269+83.5% | $4,297+167.8% |