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 | $114,280 | $52,678+116.9% | $75,784+50.8% | $59,633+91.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -1.30% | 2.95%-4.3pp | 9.68%-11.0pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $8,422 | $2,193+284.0% | $3,323+153.4% | $2,203+282.4% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,070 | $3,610+151.2% | $5,300+71.1% | $4,297+111.1% |