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 | $131,817 | $44,850+193.9% | $60,547+117.7% | $59,633+121.0% |
| Participation rate | 98.2% | 59.5%+38.7pp | 68.0%+30.2pp | 68.7%+29.5pp |
| Annual return | 1.02% | 1074.14%-1073.1pp | 335.64%-334.6pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $11,006 | $1,462+652.9% | $2,419+354.9% | $2,203+399.7% |
| Participant deferral / active EE | $9,957 | $2,230+346.6% | $3,328+199.2% | $3,192+212.0% |
| Admin fee / account holder | $15,574 | $3,635+328.4% | $4,536+243.3% | $4,297+262.4% |