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 | $218,411 | $167,362+30.5% | $143,799+51.9% | $134,532+62.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.21% | 0.47%-14.7pp | -0.04%-14.2pp | 418.27%-432.5pp |
| Employer contribution / active EE | $10,755 | $5,620+91.4% | $4,952+117.2% | $4,741+126.8% |
| Participant deferral / active EE | $15,142 | $6,447+134.9% | $5,638+168.6% | $6,401+136.6% |
| Admin fee / account holder | $3,712 | $18,094-79.5% | $14,677-74.7% | $11,429-67.5% |