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 | $89,113 | $54,380+63.9% | $68,509+30.1% | $59,633+49.4% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 0.72% | 2.83%-2.1pp | 8.27%-7.5pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $1,102 | $1,539-28.4% | $2,278-51.6% | $2,203-50.0% |
| Participant deferral / active EE | $3,026 | $2,643+14.5% | $3,382-10.5% | $3,192-5.2% |
| Admin fee / account holder | $19,705 | $3,885+407.2% | $5,275+273.6% | $4,297+358.6% |