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 | $197,305 | $72,177+173.4% | $115,037+71.5% | $59,632+230.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.00% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.32%-2042.3pp |
| Employer contribution / active EE | $8,032 | $2,841+182.7% | $4,608+74.3% | $2,203+264.6% |
| Participant deferral / active EE | $5,652 | $4,783+18.2% | $6,026-6.2% | $3,192+77.1% |
| Admin fee / account holder | $1,298 | $4,927-73.6% | $8,175-84.1% | $4,297-69.8% |