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 | $143,814 | $77,816+84.8% | $123,552+16.4% | $64,173+124.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.07% | 12.49%-15.6pp | 119.20%-122.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $9,426 | $3,014+212.7% | $4,628+103.7% | $2,381+295.9% |
| Participant deferral / active EE | $6,419 | $5,240+22.5% | $6,426-0.1% | $3,470+85.0% |
| Admin fee / account holder | $8,349 | $5,519+51.3% | $9,285-10.1% | $4,887+70.8% |