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 | $229,176 | $77,817+194.5% | $123,553+85.5% | $64,173+257.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.38% | 12.49%-17.9pp | 119.21%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $10,734 | $3,014+256.1% | $4,628+131.9% | $2,381+350.9% |
| Participant deferral / active EE | $9,623 | $5,240+83.6% | $6,426+49.8% | $3,470+177.3% |
| Admin fee / account holder | $7,268 | $5,519+31.7% | $9,284-21.7% | $4,887+48.7% |