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 | $199,260 | $167,353+19.1% | $143,797+38.6% | $134,545+48.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.00% | 0.48%-18.5pp | -0.04%-18.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $8,754 | $5,620+55.8% | $4,952+76.8% | $4,742+84.6% |
| Participant deferral / active EE | $5,682 | $6,447-11.9% | $5,638+0.8% | $6,401-11.2% |
| Admin fee / account holder | $2,134 | $18,096-88.2% | $14,679-85.5% | $11,431-81.3% |