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 | $148,497 | $99,032+49.9% | $80,022+85.6% | $135,380+9.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.85% | 15.39%-22.2pp | 11.22%-18.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $1,865 | $3,043-38.7% | $2,468-24.4% | $4,779-61.0% |
| Participant deferral / active EE | $5,620 | $4,282+31.2% | $3,686+52.5% | $5,609+0.2% |
| Admin fee / account holder | $23,217 | $10,436+122.5% | $6,521+256.0% | $10,828+114.4% |