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 | $75,091 | $75,828-1.0% | $147,617-49.1% | $59,632+25.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.52% | 0.37%+0.2pp | 61.98%-61.5pp | 2041.32%-2040.8pp |
| Employer contribution / active EE | $6,237 | $3,485+79.0% | $5,565+12.1% | $2,203+183.2% |
| Participant deferral / active EE | $5,732 | $3,130+83.1% | $4,895+17.1% | $3,192+79.6% |
| Admin fee / account holder | $6,645 | $5,985+11.0% | $11,611-42.8% | $4,297+54.6% |