Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $186,290 | $211,946-12.1% | $169,452+9.9% | $135,379+37.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.26% | 3.26%-9.5pp | 1.83%-8.1pp | 519.79%-526.0pp |
| Employer contribution / active EE | $4,609 | $5,117-9.9% | $4,157+10.9% | $4,779-3.6% |
| Participant deferral / active EE | $12,896 | $6,075+112.3% | $5,277+144.4% | $5,609+129.9% |
| Admin fee / account holder | $15,200 | $11,472+32.5% | $9,110+66.9% | $10,828+40.4% |