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 | $232,008 | $72,177+221.4% | $115,038+101.7% | $59,633+289.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.68% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $8,152 | $2,841+186.9% | $4,608+76.9% | $2,203+270.1% |
| Participant deferral / active EE | $11,437 | $4,783+139.1% | $6,026+89.8% | $3,192+258.4% |
| Admin fee / account holder | $4,227 | $4,927-14.2% | $8,175-48.3% | $4,297-1.6% |