Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $249,510 | $167,353+49.1% | $143,797+73.5% | $134,545+85.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.75% | 0.48%-14.2pp | -0.04%-13.7pp | 418.37%-432.1pp |
| Employer contribution / active EE | $5,593 | $5,620-0.5% | $4,952+12.9% | $4,742+18.0% |
| Participant deferral / active EE | $9,372 | $6,447+45.4% | $5,638+66.2% | $6,401+46.4% |
| Admin fee / account holder | $113,659 | $18,096+528.1% | $14,679+674.3% | $11,431+894.3% |