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 | $194,263 | $142,392+36.4% | $119,622+62.4% | $134,532+44.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.12% | -12.46%+1.3pp | -14.98%+3.9pp | 418.27%-429.4pp |
| Employer contribution / active EE | $9,600 | $5,224+83.8% | $4,232+126.8% | $4,741+102.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $35,214 | $13,593+159.1% | $10,328+241.0% | $11,429+208.1% |