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 | $155,000 | $82,678+87.5% | $125,391+23.6% | $68,490+126.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 5.05% | -5.97%+11.0pp | 572.41%-567.4pp | -7.85%+12.9pp |
| Employer contribution / active EE | $12,328 | $3,382+264.5% | $4,816+156.0% | $2,597+374.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,525 | $6,277+51.7% | $10,009-4.8% | $5,403+76.3% |