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 | $140,053 | $69,518+101.5% | $59,887+133.9% | $135,379+3.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.94% | 7.95%-14.9pp | 3.46%-10.4pp | 519.79%-526.7pp |
| Employer contribution / active EE | $11,180 | $3,235+245.6% | $2,722+310.7% | $4,779+134.0% |
| Participant deferral / active EE | $11,282 | $4,204+168.3% | $3,402+231.6% | $5,609+101.1% |
| Admin fee / account holder | $1,343 | $5,734-76.6% | $3,591-62.6% | $10,828-87.6% |