Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $168,912 | $167,522+0.8% | $151,639+11.4% | $134,532+25.6% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -15.48% | 7.81%-23.3pp | 3.34%-18.8pp | 418.27%-433.7pp |
| Employer contribution / active EE | $12,983 | $6,828+90.1% | $6,165+110.6% | $4,741+173.8% |
| Participant deferral / active EE | $21,347 | $8,986+137.6% | $8,363+155.2% | $6,401+233.5% |
| Admin fee / account holder | $304 | $13,780-97.8% | $11,613-97.4% | $11,429-97.3% |