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 | $93,115 | $75,832+22.8% | $147,618-36.9% | $59,633+56.1% |
| Participation rate | 96.0% | 71.6%+24.4pp | 84.6%+11.4pp | 68.7%+27.3pp |
| Annual return | 0.53% | 0.37%+0.2pp | 61.98%-61.5pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $10,960 | $3,485+214.5% | $5,565+97.0% | $2,203+397.6% |
| Participant deferral / active EE | $7,360 | $3,131+135.1% | $4,895+50.3% | $3,192+130.6% |
| Admin fee / account holder | $7,247 | $5,986+21.1% | $11,612-37.6% | $4,297+68.7% |