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 | $216,884 | $95,188+127.8% | $76,518+183.4% | $135,380+60.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.35% | 4.85%-11.2pp | -0.27%-6.1pp | 519.81%-526.2pp |
| Employer contribution / active EE | $5,910 | $3,303+78.9% | $2,647+123.2% | $4,779+23.7% |
| Participant deferral / active EE | $10,879 | $4,640+134.5% | $3,836+183.6% | $5,609+94.0% |
| Admin fee / account holder | $3,277 | $6,249-47.6% | $4,849-32.4% | $10,828-69.7% |