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 | $223,729 | $167,362+33.7% | $143,799+55.6% | $134,532+66.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.14% | 0.47%-17.6pp | -0.04%-17.1pp | 418.27%-435.4pp |
| Employer contribution / active EE | $6,574 | $5,620+17.0% | $4,952+32.7% | $4,741+38.7% |
| Participant deferral / active EE | $6,461 | $6,447+0.2% | $5,638+14.6% | $6,401+0.9% |
| Admin fee / account holder | $568 | $18,094-96.9% | $14,677-96.1% | $11,429-95.0% |