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 | $239,891 | $97,020+147.3% | $83,327+187.9% | $135,380+77.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.09% | 12.31%-17.4pp | 10.64%-15.7pp | 519.81%-524.9pp |
| Employer contribution / active EE | $5,000 | $4,144+20.7% | $3,379+48.0% | $4,779+4.6% |
| Participant deferral / active EE | $2,257 | $5,964-62.2% | $5,565-59.4% | $5,609-59.8% |
| Admin fee / account holder | $15,713 | $8,426+86.5% | $7,540+108.4% | $10,828+45.1% |