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 | $195,592 | $167,353+16.9% | $143,797+36.0% | $134,545+45.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.77% | 0.48%-12.3pp | -0.04%-11.7pp | 418.37%-430.1pp |
| Employer contribution / active EE | $2,865 | $5,620-49.0% | $4,952-42.1% | $4,742-39.6% |
| Participant deferral / active EE | $18,925 | $6,447+193.5% | $5,638+235.7% | $6,401+195.6% |
| Admin fee / account holder | $3,363 | $18,096-81.4% | $14,679-77.1% | $11,431-70.6% |