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 | $88,509 | $54,380+62.8% | $68,509+29.2% | $59,633+48.4% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -2.22% | 2.83%-5.1pp | 8.27%-10.5pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $4,833 | $1,539+214.1% | $2,278+112.2% | $2,203+119.4% |
| Participant deferral / active EE | $5,700 | $2,643+115.6% | $3,382+68.5% | $3,192+78.6% |
| Admin fee / account holder | $6,027 | $3,885+55.1% | $5,275+14.3% | $4,297+40.3% |