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 | $185,941 | $167,352+11.1% | $143,788+29.3% | $134,509+38.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.72% | 0.47%-17.2pp | -0.03%-16.7pp | 418.13%-434.9pp |
| Employer contribution / active EE | $7,143 | $5,620+27.1% | $4,952+44.3% | $4,741+50.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,415 | $18,091-86.7% | $14,675-83.5% | $11,427-78.9% |