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 | $191,951 | $57,352+234.7% | $83,831+129.0% | $64,173+199.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.11% | 11.38%-14.5pp | 850.99%-854.1pp | 7.63%-10.7pp |
| Employer contribution / active EE | $5,518 | $2,546+116.8% | $3,631+52.0% | $2,381+131.8% |
| Participant deferral / active EE | $8,445 | $2,993+182.2% | $4,082+106.9% | $3,470+143.4% |
| Admin fee / account holder | $7,526 | $4,046+86.0% | $5,479+37.4% | $4,887+54.0% |