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 | $141,817 | $94,529+50.0% | $140,019+1.3% | $64,173+121.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.20% | 7.77%-14.0pp | 651.17%-657.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,246 | $3,812-14.9% | $5,605-42.1% | $2,381+36.3% |
| Participant deferral / active EE | $16,827 | $5,250+220.5% | $6,927+142.9% | $3,470+385.0% |
| Admin fee / account holder | $5,811 | $6,741-13.8% | $10,705-45.7% | $4,887+18.9% |