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 | $96,593 | $49,177+96.4% | $79,467+21.6% | $64,173+50.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -2.25% | -1.16%-1.1pp | 718.30%-720.6pp | 7.63%-9.9pp |
| Employer contribution / active EE | $7,226 | $2,076+248.0% | $2,800+158.1% | $2,381+203.5% |
| Participant deferral / active EE | $5,703 | $2,821+102.1% | $3,704+54.0% | $3,470+64.4% |
| Admin fee / account holder | $8,039 | $3,839+109.4% | $5,104+57.5% | $4,887+64.5% |