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 | $210,352 | $72,177+191.4% | $115,038+82.9% | $59,633+252.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.19% | 12.02%-11.8pp | 26.14%-26.0pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $11,433 | $2,841+302.4% | $4,608+148.1% | $2,203+419.0% |
| Participant deferral / active EE | $5,742 | $4,783+20.1% | $6,026-4.7% | $3,192+79.9% |
| Admin fee / account holder | $9,065 | $4,927+84.0% | $8,175+10.9% | $4,297+111.0% |