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 | $172,473 | $65,704+162.5% | $94,229+83.0% | $59,633+189.2% |
| Participation rate | 97.0% | 72.1%+24.8pp | 78.8%+18.2pp | 68.7%+28.3pp |
| Annual return | -1.80% | 5.22%-7.0pp | 10.68%-12.5pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $3,285 | $2,021+62.6% | $3,587-8.4% | $2,203+49.1% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,574 | $4,265-16.2% | $6,269-43.0% | $4,297-16.8% |