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 | $130,280 | $54,380+139.6% | $68,509+90.2% | $59,633+118.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $3,145 | $1,539+104.4% | $2,278+38.1% | $2,203+42.8% |
| Participant deferral / active EE | $3,644 | $2,643+37.8% | $3,382+7.7% | $3,192+14.2% |
| Admin fee / account holder | $11,529 | $3,885+196.7% | $5,275+118.6% | $4,297+168.3% |