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 | $113,099 | $65,704+72.1% | $94,229+20.0% | $59,633+89.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.52% | 5.22%-6.7pp | 10.68%-12.2pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $15,159 | $2,021+650.2% | $3,587+322.6% | $2,203+588.2% |
| Participant deferral / active EE | $7,362 | $3,143+134.2% | $4,320+70.4% | $3,192+130.7% |
| Admin fee / account holder | $3,183 | $4,265-25.4% | $6,269-49.2% | $4,297-25.9% |