Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $238,149 | $127,096+87.4% | $105,736+125.2% | $135,380+75.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -2.70% | 4.49%-7.2pp | 6.27%-9.0pp | 519.81%-522.5pp |
| Employer contribution / active EE | $13,349 | $4,107+225.0% | $3,268+308.4% | $4,779+179.3% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,864 | $9,087-68.5% | $6,913-58.6% | $10,828-73.5% |