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 | $64,270 | $52,678+22.0% | $75,784-15.2% | $59,633+7.8% |
| Participation rate | 93.3% | 67.2%+26.1pp | 75.8%+17.5pp | 68.7%+24.7pp |
| Annual return | 0.96% | 2.95%-2.0pp | 9.68%-8.7pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $12,129 | $2,193+453.0% | $3,323+265.0% | $2,203+450.7% |
| Participant deferral / active EE | $2,589 | $2,591-0.1% | $3,652-29.1% | $3,192-18.9% |
| Admin fee / account holder | $8,062 | $3,610+123.3% | $5,300+52.1% | $4,297+87.6% |