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 | $145,288 | $87,546+66.0% | $75,784+91.7% | $125,389+15.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.04% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.3pp |
| Employer contribution / active EE | $7,867 | $3,930+100.2% | $3,323+136.7% | $4,866+61.7% |
| Participant deferral / active EE | $2,200 | $4,230-48.0% | $3,652-39.7% | $5,352-58.9% |
| Admin fee / account holder | $78,946 | $6,503+1114.1% | $5,300+1389.6% | $9,541+727.5% |