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 | $218,479 | $113,941+91.7% | $94,229+131.9% | $125,389+74.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.72% | 5.29%-7.0pp | 10.68%-12.4pp | 282.24%-284.0pp |
| Employer contribution / active EE | $6,240 | $4,727+32.0% | $3,587+74.0% | $4,866+28.2% |
| Participant deferral / active EE | $10,500 | $5,179+102.7% | $4,320+143.0% | $5,352+96.2% |
| Admin fee / account holder | $407 | $8,392-95.2% | $6,269-93.5% | $9,541-95.7% |