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 | $145,424 | $79,633+82.6% | $93,786+55.1% | $68,490+112.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -10.36% | -0.10%-10.3pp | -11.32%+1.0pp | -7.85%-2.5pp |
| Employer contribution / active EE | $12,769 | $3,665+248.4% | $4,328+195.1% | $2,597+391.7% |
| Participant deferral / active EE | $0 | $5,158-100.0% | $6,100-100.0% | $4,028-100.0% |
| Admin fee / account holder | $32,783 | $6,871+377.1% | $7,184+356.3% | $5,403+506.8% |