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 | $134,127 | $56,197+138.7% | $67,652+98.3% | $59,633+124.9% |
| Participation rate | 86.8% | 71.5%+15.4pp | 75.7%+11.2pp | 68.7%+18.2pp |
| Annual return | -1.38% | 18508.10%-18509.5pp | 6625.40%-6626.8pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $2,125 | $1,615+31.6% | $2,266-6.2% | $2,203-3.5% |
| Participant deferral / active EE | $4,312 | $2,844+51.6% | $3,560+21.1% | $3,192+35.1% |
| Admin fee / account holder | $9,970 | $3,958+151.9% | $4,821+106.8% | $4,297+132.0% |