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 | $175,897 | $211,946-17.0% | $169,452+3.8% | $135,382+29.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.68% | 3.26%-7.9pp | 1.83%-6.5pp | 519.77%-524.4pp |
| Employer contribution / active EE | $12,404 | $5,117+142.4% | $4,157+198.4% | $4,779+159.6% |
| Participant deferral / active EE | $7,006 | $6,075+15.3% | $5,277+32.8% | $5,609+24.9% |
| Admin fee / account holder | $11,107 | $11,472-3.2% | $9,110+21.9% | $10,829+2.6% |