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 | $133,781 | $71,878+86.1% | $86,698+54.3% | $68,486+95.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -8.11% | 3.53%-11.6pp | 35.95%-44.1pp | -7.85%-0.3pp |
| Employer contribution / active EE | $6,338 | $2,173+191.6% | $2,837+123.4% | $2,597+144.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $37,319 | $6,113+510.5% | $7,493+398.1% | $5,404+590.6% |