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 | $59,773 | $75,832-21.2% | $147,617-59.5% | $59,633+0.2% |
| Participation rate | 94.3% | 71.6%+22.8pp | 84.6%+9.7pp | 68.7%+25.7pp |
| Annual return | -0.90% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $8,365 | $3,485+140.1% | $5,564+50.3% | $2,203+279.8% |
| Participant deferral / active EE | $3,604 | $3,131+15.1% | $4,895-26.4% | $3,192+12.9% |
| Admin fee / account holder | $2,337 | $5,986-61.0% | $11,612-79.9% | $4,297-45.6% |