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 | $179,250 | $167,362+7.1% | $143,799+24.7% | $134,532+33.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.42% | 0.47%-16.9pp | -0.04%-16.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $6,355 | $5,620+13.1% | $4,952+28.3% | $4,741+34.0% |
| Participant deferral / active EE | $7,783 | $6,447+20.7% | $5,638+38.0% | $6,401+21.6% |
| Admin fee / account holder | $4,538 | $18,094-74.9% | $14,677-69.1% | $11,429-60.3% |