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 | $182,069 | $142,409+27.8% | $119,634+52.2% | $134,545+35.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 2.86% | -12.46%+15.3pp | -14.98%+17.8pp | 418.37%-415.5pp |
| Employer contribution / active EE | $14,000 | $5,224+168.0% | $4,232+230.8% | $4,742+195.3% |
| Participant deferral / active EE | $10,400 | $6,468+60.8% | $5,601+85.7% | $6,401+62.5% |
| Admin fee / account holder | $3,692 | $13,594-72.8% | $10,329-64.3% | $11,431-67.7% |