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 | $235,673 | $92,219+155.6% | $76,767+207.0% | $135,380+74.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.20% | 5.46%-11.7pp | 2.43%-8.6pp | 519.81%-526.0pp |
| Employer contribution / active EE | $10,227 | $3,216+218.0% | $2,485+311.5% | $4,779+114.0% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,335 | $10,749-50.4% | $6,675-20.1% | $10,828-50.7% |