Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $213,222 | $102,661+107.7% | $151,645+40.6% | $66,949+218.5% |
| Participation rate | 99.1% | 85.5%+13.6pp | 87.5%+11.6pp | 69.8%+29.3pp |
| Annual return | 0.00% | -10.81%+10.8pp | 3.34%-3.3pp | 1.57%-1.6pp |
| Employer contribution / active EE | $25,158 | $4,184+501.3% | $6,165+308.1% | $2,545+888.4% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,239-100.0% |
| Admin fee / account holder | $7,225 | $630+1046.0% | $11,614-37.8% | $594+1117.3% |