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 | $177,200 | $167,362+5.9% | $143,799+23.2% | $134,532+31.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.02% | 0.47%-17.5pp | -0.04%-17.0pp | 418.27%-435.3pp |
| Employer contribution / active EE | $7,306 | $5,620+30.0% | $4,952+47.5% | $4,741+54.1% |
| Participant deferral / active EE | $7,294 | $6,447+13.1% | $5,638+29.4% | $6,401+13.9% |
| Admin fee / account holder | $3,551 | $18,094-80.4% | $14,677-75.8% | $11,429-68.9% |