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 | $72,425 | $56,197+28.9% | $67,652+7.1% | $59,633+21.5% |
| Participation rate | 77.8% | 71.5%+6.3pp | 75.7%+2.1pp | 68.7%+9.1pp |
| Annual return | -1.13% | 18508.10%-18509.2pp | 6625.40%-6626.5pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $4,502 | $1,615+178.8% | $2,266+98.7% | $2,203+104.4% |
| Participant deferral / active EE | $3,747 | $2,844+31.8% | $3,560+5.3% | $3,192+17.4% |
| Admin fee / account holder | $12,490 | $3,958+215.6% | $4,821+159.1% | $4,297+190.7% |