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 | $170,035 | $167,350+1.6% | $143,801+18.2% | $134,554+26.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.56% | 0.48%-11.0pp | -0.04%-10.5pp | 418.46%-429.0pp |
| Employer contribution / active EE | $3,760 | $5,620-33.1% | $4,952-24.1% | $4,742-20.7% |
| Participant deferral / active EE | $8,652 | $6,447+34.2% | $5,639+53.4% | $6,401+35.2% |
| Admin fee / account holder | $6,892 | $18,096-61.9% | $14,680-53.1% | $11,430-39.7% |