Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $143,421 | $99,032+44.8% | $80,022+79.2% | $135,379+5.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.53% | 15.39%-17.9pp | 11.22%-13.7pp | 519.79%-522.3pp |
| Employer contribution / active EE | $16,149 | $3,043+430.6% | $2,468+554.3% | $4,779+237.9% |
| Participant deferral / active EE | $12,548 | $4,282+193.0% | $3,686+240.4% | $5,609+123.7% |
| Admin fee / account holder | $37,199 | $10,436+256.5% | $6,521+470.4% | $10,828+243.5% |