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 | $224,892 | $72,404+210.6% | $110,243+104.0% | $64,173+250.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.35% | -6.29%+1.9pp | 314.76%-319.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $6,317 | $2,282+176.9% | $3,827+65.1% | $2,381+165.3% |
| Participant deferral / active EE | $5,426 | $3,469+56.4% | $4,672+16.1% | $3,470+56.4% |
| Admin fee / account holder | $881 | $5,664-84.5% | $8,548-89.7% | $4,887-82.0% |