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 | $223,633 | $142,409+57.0% | $119,634+86.9% | $134,545+66.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.55% | -12.46%-7.1pp | -14.98%-4.6pp | 418.37%-437.9pp |
| Employer contribution / active EE | $19,667 | $5,224+276.4% | $4,232+364.7% | $4,742+314.8% |
| Participant deferral / active EE | $10,566 | $6,468+63.4% | $5,601+88.6% | $6,401+65.1% |
| Admin fee / account holder | $1,554 | $13,594-88.6% | $10,329-85.0% | $11,431-86.4% |