Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $236,556 | $73,863+220.3% | $143,797+64.5% | $68,490+245.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.16% | 0.91%-18.1pp | -0.04%-17.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $12,773 | $3,185+301.1% | $4,952+157.9% | $2,597+391.9% |
| Participant deferral / active EE | $10,679 | $3,385+215.5% | $5,638+89.4% | $4,028+165.1% |
| Admin fee / account holder | $1,260 | $5,756-78.1% | $14,679-91.4% | $5,403-76.7% |