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 | $161,815 | $72,177+124.2% | $115,038+40.7% | $59,633+171.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.11% | 12.02%-12.1pp | 26.14%-26.3pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $10,008 | $2,841+252.2% | $4,608+117.2% | $2,203+354.3% |
| Participant deferral / active EE | $9,617 | $4,783+101.1% | $6,026+59.6% | $3,192+201.3% |
| Admin fee / account holder | $2,662 | $4,927-46.0% | $8,175-67.4% | $4,297-38.0% |