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 | $200,827 | $142,409+41.0% | $119,634+67.9% | $134,545+49.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.41% | -12.46%-5.9pp | -14.98%-3.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $11,053 | $5,224+111.6% | $4,232+161.1% | $4,742+133.1% |
| Participant deferral / active EE | $9,045 | $6,468+39.8% | $5,601+61.5% | $6,401+41.3% |
| Admin fee / account holder | $3,365 | $13,594-75.2% | $10,329-67.4% | $11,431-70.6% |