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 | $162,212 | $142,361+13.9% | $119,608+35.6% | $134,509+20.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.97% | -12.46%-3.5pp | -14.98%-1.0pp | 418.13%-434.1pp |
| Employer contribution / active EE | $7,595 | $5,224+45.4% | $4,232+79.5% | $4,741+60.2% |
| Participant deferral / active EE | $9,821 | $6,468+51.8% | $5,601+75.3% | $6,400+53.5% |
| Admin fee / account holder | $1,615 | $13,588-88.1% | $10,326-84.4% | $11,427-85.9% |