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 | $113,680 | $56,197+102.3% | $67,652+68.0% | $59,633+90.6% |
| Participation rate | 77.1% | 71.5%+5.7pp | 75.7%+1.5pp | 68.7%+8.5pp |
| Annual return | -0.67% | 18508.10%-18508.8pp | 6625.40%-6626.1pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $805 | $1,615-50.2% | $2,266-64.5% | $2,203-63.5% |
| Participant deferral / active EE | $4,500 | $2,844+58.3% | $3,560+26.4% | $3,192+41.0% |
| Admin fee / account holder | $5,265 | $3,958+33.0% | $4,821+9.2% | $4,297+22.5% |