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 | $181,144 | $167,353+8.2% | $143,797+26.0% | $134,545+34.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.30% | 0.48%-16.8pp | -0.04%-16.3pp | 418.37%-434.7pp |
| Employer contribution / active EE | $3,850 | $5,620-31.5% | $4,952-22.3% | $4,742-18.8% |
| Participant deferral / active EE | $5,441 | $6,447-15.6% | $5,638-3.5% | $6,401-15.0% |
| Admin fee / account holder | $27,614 | $18,096+52.6% | $14,679+88.1% | $11,431+141.6% |