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 | $214,119 | $73,863+189.9% | $143,797+48.9% | $68,490+212.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.55% | 0.91%-11.5pp | -0.04%-10.5pp | -7.85%-2.7pp |
| Employer contribution / active EE | $12,521 | $3,185+293.2% | $4,952+152.8% | $2,597+382.2% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,747 | $5,756+69.3% | $14,679-33.6% | $5,403+80.4% |