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 | $113,314 | $48,050+135.8% | $85,969+31.8% | $59,633+90.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | -1.42% | 0.29%-1.7pp | 9.32%-10.7pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $6,532 | $1,640+298.4% | $3,474+88.0% | $2,203+196.5% |
| Participant deferral / active EE | $4,676 | $2,249+107.9% | $3,829+22.1% | $3,192+46.5% |
| Admin fee / account holder | $7,159 | $3,206+123.3% | $6,053+18.3% | $4,297+66.6% |