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 | $185,463 | $167,362+10.8% | $143,799+29.0% | $134,532+37.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.70% | 0.47%-17.2pp | -0.04%-16.7pp | 418.27%-435.0pp |
| Employer contribution / active EE | $7,777 | $5,620+38.4% | $4,952+57.0% | $4,741+64.0% |
| Participant deferral / active EE | $7,671 | $6,447+19.0% | $5,638+36.1% | $6,401+19.8% |
| Admin fee / account holder | $1,328 | $18,094-92.7% | $14,677-90.9% | $11,429-88.4% |