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 | $229,009 | $167,353+36.8% | $143,797+59.3% | $134,545+70.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.71% | 0.48%-20.2pp | -0.04%-19.7pp | 418.37%-438.1pp |
| Employer contribution / active EE | $9,862 | $5,620+75.5% | $4,952+99.1% | $4,742+108.0% |
| Participant deferral / active EE | $5,056 | $6,447-21.6% | $5,638-10.3% | $6,401-21.0% |
| Admin fee / account holder | $2,440 | $18,096-86.5% | $14,679-83.4% | $11,431-78.7% |