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 | $214,019 | $211,946+1.0% | $169,452+26.3% | $135,380+58.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.18% | 3.26%-8.4pp | 1.83%-7.0pp | 519.81%-525.0pp |
| Employer contribution / active EE | $29,693 | $5,117+480.3% | $4,157+614.3% | $4,779+521.3% |
| Participant deferral / active EE | $16,978 | $6,075+179.5% | $5,277+221.7% | $5,609+202.7% |
| Admin fee / account holder | $6,460 | $11,472-43.7% | $9,110-29.1% | $10,828-40.3% |