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 | $142,061 | $57,352+147.7% | $83,831+69.5% | $64,173+121.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.13% | 11.38%-16.5pp | 850.99%-856.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $5,272 | $2,546+107.1% | $3,631+45.2% | $2,381+121.4% |
| Participant deferral / active EE | $2,533 | $2,993-15.4% | $4,082-37.9% | $3,470-27.0% |
| Admin fee / account holder | $2,003 | $4,046-50.5% | $5,479-63.4% | $4,887-59.0% |