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 | $174,293 | $94,529+84.4% | $140,019+24.5% | $64,173+171.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.50% | 7.77%-12.3pp | 651.17%-655.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $17,169 | $3,812+350.3% | $5,605+206.3% | $2,381+621.1% |
| Participant deferral / active EE | $14,592 | $5,250+177.9% | $6,927+110.7% | $3,470+320.6% |
| Admin fee / account holder | $3,572 | $6,741-47.0% | $10,705-66.6% | $4,887-26.9% |