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 | $90,254 | $69,518+29.8% | $59,887+50.7% | $135,379-33.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -0.88% | 7.95%-8.8pp | 3.46%-4.3pp | 519.79%-520.7pp |
| Employer contribution / active EE | $2,262 | $3,235-30.1% | $2,722-16.9% | $4,779-52.7% |
| Participant deferral / active EE | $6,277 | $4,204+49.3% | $3,402+84.5% | $5,609+11.9% |
| Admin fee / account holder | $29,376 | $5,734+412.3% | $3,591+718.0% | $10,828+171.3% |