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 | $84,324 | $56,197+50.1% | $67,652+24.6% | $59,633+41.4% |
| Participation rate | 84.4% | 71.5%+13.0pp | 75.7%+8.8pp | 68.7%+15.8pp |
| Annual return | -1.53% | 18508.10%-18509.6pp | 6625.40%-6626.9pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $2,005 | $1,615+24.2% | $2,266-11.5% | $2,203-9.0% |
| Participant deferral / active EE | $13,858 | $2,844+387.3% | $3,560+289.3% | $3,192+334.2% |
| Admin fee / account holder | $94,513 | $3,958+2287.9% | $4,821+1860.5% | $4,297+2099.5% |