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 | $174,275 | $56,200+210.1% | $67,653+157.6% | $59,633+192.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.06% | 18506.71%-18506.6pp | 6625.22%-6625.2pp | 2041.40%-2041.3pp |
| Employer contribution / active EE | $5,328 | $1,615+230.0% | $2,266+135.2% | $2,203+141.9% |
| Participant deferral / active EE | $3,864 | $2,843+35.9% | $3,560+8.6% | $3,192+21.1% |
| Admin fee / account holder | $17,249 | $3,959+335.7% | $4,821+257.8% | $4,297+301.4% |