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 | $189,431 | $167,352+13.2% | $143,788+31.7% | $134,509+40.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -16.35% | 0.47%-16.8pp | -0.03%-16.3pp | 418.13%-434.5pp |
| Employer contribution / active EE | $2,172 | $5,620-61.4% | $4,952-56.1% | $4,741-54.2% |
| Participant deferral / active EE | $8,815 | $6,447+36.7% | $5,638+56.4% | $6,400+37.7% |
| Admin fee / account holder | $1,172 | $18,091-93.5% | $14,675-92.0% | $11,427-89.7% |