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 | $172,198 | $82,028+109.9% | $123,105+39.9% | $59,633+188.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.76% | 5.12%-5.9pp | 13.22%-14.0pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $9,091 | $3,297+175.8% | $5,151+76.5% | $2,203+312.7% |
| Participant deferral / active EE | $3,458 | $4,667-25.9% | $6,229-44.5% | $3,192+8.3% |
| Admin fee / account holder | $2,801 | $5,879-52.3% | $9,014-68.9% | $4,297-34.8% |