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 | $209,733 | $75,935+176.2% | $60,547+246.4% | $125,388+67.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -1.39% | -5.38%+4.0pp | 335.64%-337.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $12,889 | $3,438+274.9% | $2,419+432.8% | $4,866+164.9% |
| Participant deferral / active EE | $13,093 | $4,506+190.5% | $3,328+293.5% | $5,352+144.7% |
| Admin fee / account holder | $733 | $6,768-89.2% | $4,536-83.8% | $9,541-92.3% |