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 | $148,837 | $97,020+53.4% | $83,322+78.6% | $135,379+9.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.65% | 12.31%-14.0pp | 10.64%-12.3pp | 519.79%-521.4pp |
| Employer contribution / active EE | $9,217 | $4,144+122.5% | $3,379+172.8% | $4,779+92.9% |
| Participant deferral / active EE | $7,900 | $5,964+32.5% | $5,565+42.0% | $5,609+40.8% |
| Admin fee / account holder | $5,642 | $8,426-33.0% | $7,540-25.2% | $10,828-47.9% |