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 | $95,548 | $45,566+109.7% | $64,105+49.1% | $59,633+60.2% |
| Participation rate | 80.0% | 60.2%+19.8pp | 68.2%+11.8pp | 68.7%+11.3pp |
| Annual return | 2.71% | 4.95%-2.2pp | 791.24%-788.5pp | 2041.40%-2038.7pp |
| Employer contribution / active EE | $1,694 | $934+81.4% | $1,820-6.9% | $2,203-23.1% |
| Participant deferral / active EE | $4,125 | $2,057+100.6% | $2,822+46.2% | $3,192+29.3% |
| Admin fee / account holder | $1,039 | $3,268-68.2% | $4,499-76.9% | $4,297-75.8% |