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 | $158,245 | $83,908+88.6% | $68,509+131.0% | $125,389+26.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 0.08% | 14.48%-14.4pp | 8.27%-8.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $8,426 | $3,031+178.0% | $2,278+269.9% | $4,866+73.2% |
| Participant deferral / active EE | $24,000 | $4,125+481.8% | $3,382+609.6% | $5,352+348.5% |
| Admin fee / account holder | $709 | $8,982-92.1% | $5,275-86.6% | $9,541-92.6% |