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 | $114,697 | $75,832+51.3% | $147,617-22.3% | $59,633+92.3% |
| Participation rate | 95.7% | 71.6%+24.1pp | 84.6%+11.0pp | 68.7%+27.0pp |
| Annual return | 0.88% | 0.37%+0.5pp | 61.98%-61.1pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $2,381 | $3,485-31.7% | $5,564-57.2% | $2,203+8.1% |
| Participant deferral / active EE | $6,740 | $3,131+115.3% | $4,895+37.7% | $3,192+111.2% |
| Admin fee / account holder | $52,742 | $5,986+781.2% | $11,612+354.2% | $4,297+1127.4% |