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 | $173,125 | $92,219+87.7% | $76,767+125.5% | $135,380+27.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.36% | 5.46%-10.8pp | 2.43%-7.8pp | 519.81%-525.2pp |
| Employer contribution / active EE | $6,435 | $3,216+100.1% | $2,485+158.9% | $4,779+34.6% |
| Participant deferral / active EE | $7,550 | $4,508+67.5% | $3,852+96.0% | $5,609+34.6% |
| Admin fee / account holder | $22,696 | $10,749+111.1% | $6,675+240.0% | $10,828+109.6% |