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 | $91,980 | $75,832+21.3% | $147,618-37.7% | $59,633+54.2% |
| Participation rate | 98.5% | 71.6%+27.0pp | 84.6%+13.9pp | 68.7%+29.9pp |
| Annual return | -0.07% | 0.37%-0.4pp | 61.98%-62.1pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $6,522 | $3,485+87.1% | $5,565+17.2% | $2,203+196.1% |
| Participant deferral / active EE | $1,660 | $3,131-47.0% | $4,895-66.1% | $3,192-48.0% |
| Admin fee / account holder | $6,539 | $5,986+9.2% | $11,612-43.7% | $4,297+52.2% |