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 | $214,125 | $82,678+159.0% | $125,391+70.8% | $68,490+212.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -4.40% | -5.97%+1.6pp | 572.41%-576.8pp | -7.85%+3.5pp |
| Employer contribution / active EE | $10,090 | $3,382+198.3% | $4,816+109.5% | $2,597+288.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $813 | $6,277-87.1% | $10,009-91.9% | $5,403-85.0% |