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 | $138,008 | $57,352+140.6% | $83,831+64.6% | $64,173+115.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.79% | 11.38%-17.2pp | 850.99%-856.8pp | 7.63%-13.4pp |
| Employer contribution / active EE | $15,379 | $2,546+504.2% | $3,631+323.5% | $2,381+546.0% |
| Participant deferral / active EE | $1,774 | $2,993-40.7% | $4,082-56.6% | $3,470-48.9% |
| Admin fee / account holder | $5,167 | $4,046+27.7% | $5,479-5.7% | $4,887+5.7% |