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 | $218,936 | $71,873+204.6% | $86,698+152.5% | $68,490+219.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.19% | 3.54%-16.7pp | 35.96%-49.2pp | -7.85%-5.3pp |
| Employer contribution / active EE | $10,526 | $2,173+384.3% | $2,837+271.1% | $2,597+305.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,212 | $6,110-31.1% | $7,492-43.8% | $5,403-22.0% |