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 | $137,446 | $94,529+45.4% | $140,019-1.8% | $64,173+114.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.98% | 7.77%-13.8pp | 651.17%-657.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $10,512 | $3,812+175.7% | $5,605+87.5% | $2,381+341.5% |
| Participant deferral / active EE | $13,302 | $5,250+153.4% | $6,927+92.0% | $3,470+283.4% |
| Admin fee / account holder | $17,617 | $6,741+161.3% | $10,705+64.6% | $4,887+260.4% |