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 | $97,088 | $82,028+18.4% | $123,105-21.1% | $59,633+62.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.40% | 5.12%-4.7pp | 13.22%-12.8pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $4,341 | $3,297+31.7% | $5,151-15.7% | $2,203+97.1% |
| Participant deferral / active EE | $5,033 | $4,667+7.9% | $6,229-19.2% | $3,192+57.7% |
| Admin fee / account holder | $17,405 | $5,879+196.1% | $9,014+93.1% | $4,297+305.1% |