Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $195,755 | $167,353+17.0% | $143,797+36.1% | $134,545+45.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.61% | 0.48%-15.1pp | -0.04%-14.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $12,814 | $5,620+128.0% | $4,952+158.8% | $4,742+170.3% |
| Participant deferral / active EE | $7,714 | $6,447+19.7% | $5,638+36.8% | $6,401+20.5% |
| Admin fee / account holder | $49,605 | $18,096+174.1% | $14,679+237.9% | $11,431+334.0% |