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 | $245,227 | $175,600+39.7% | $129,110+89.9% | $134,509+82.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -16.40% | -11.39%-5.0pp | -10.94%-5.5pp | 418.13%-434.5pp |
| Employer contribution / active EE | $7,846 | $6,355+23.5% | $5,052+55.3% | $4,741+65.5% |
| Participant deferral / active EE | $10,854 | $7,975+36.1% | $6,542+65.9% | $6,400+69.6% |
| Admin fee / account holder | $19,958 | $23,567-15.3% | $14,302+39.5% | $11,427+74.7% |