Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $211,864 | $127,386+66.3% | $115,037+84.2% | $125,388+69.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.51% | 31.28%-32.8pp | 26.14%-27.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $2,856 | $5,166-44.7% | $4,608-38.0% | $4,866-41.3% |
| Participant deferral / active EE | $9,710 | $6,423+51.2% | $6,026+61.1% | $5,352+81.4% |
| Admin fee / account holder | $30,732 | $9,516+222.9% | $8,175+275.9% | $9,541+222.1% |