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 | $213,196 | $211,946+0.6% | $169,452+25.8% | $135,380+57.5% |
| Participation rate | 94.4% | 82.6%+11.8pp | 77.8%+16.7pp | 82.6%+11.8pp |
| Annual return | -4.08% | 3.26%-7.3pp | 1.83%-5.9pp | 519.81%-523.9pp |
| Employer contribution / active EE | $2,906 | $5,117-43.2% | $4,157-30.1% | $4,779-39.2% |
| Participant deferral / active EE | $16,249 | $6,075+167.4% | $5,277+207.9% | $5,609+189.7% |
| Admin fee / account holder | $9,695 | $11,472-15.5% | $9,110+6.4% | $10,828-10.5% |