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 | $153,733 | $78,694+95.4% | $67,652+127.2% | $125,389+22.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 1.65% | 9.46%-7.8pp | 6625.40%-6623.8pp | 282.24%-280.6pp |
| Employer contribution / active EE | $3,272 | $3,044+7.5% | $2,266+44.4% | $4,866-32.8% |
| Participant deferral / active EE | $3,521 | $4,292-18.0% | $3,560-1.1% | $5,352-34.2% |
| Admin fee / account holder | $21,068 | $7,403+184.6% | $4,821+337.0% | $9,541+120.8% |