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 | $204,389 | $91,911+122.4% | $68,612+197.9% | $135,380+51.0% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -4.48% | -8.22%+3.7pp | -4.63%+0.2pp | 519.81%-524.3pp |
| Employer contribution / active EE | $2,158 | $3,924-45.0% | $2,625-17.8% | $4,779-54.8% |
| Participant deferral / active EE | $12,613 | $4,315+192.3% | $3,311+280.9% | $5,609+124.9% |
| Admin fee / account holder | $21,271 | $9,240+130.2% | $5,131+314.5% | $10,828+96.4% |