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 | $218,654 | $167,353+30.7% | $143,797+52.1% | $134,545+62.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.59% | 0.48%-15.1pp | -0.04%-14.5pp | 418.37%-433.0pp |
| Employer contribution / active EE | $6,584 | $5,620+17.1% | $4,952+32.9% | $4,742+38.8% |
| Participant deferral / active EE | $6,924 | $6,447+7.4% | $5,638+22.8% | $6,401+8.2% |
| Admin fee / account holder | $8,207 | $18,096-54.6% | $14,679-44.1% | $11,431-28.2% |