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 | $158,880 | $47,977+231.2% | $154,108+3.1% | $56,289+182.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -4.27% | 3.54%-7.8pp | 735.21%-739.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $3,539 | $2,169+63.2% | $5,298-33.2% | $2,111+67.7% |
| Participant deferral / active EE | $6,798 | $2,392+184.2% | $5,081+33.8% | $3,350+102.9% |
| Admin fee / account holder | $8,454 | $438+1829.0% | $13,411-37.0% | $521+1522.7% |