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 | $204,407 | $167,353+22.1% | $143,797+42.1% | $134,545+51.9% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -17.32% | 0.48%-17.8pp | -0.04%-17.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $12,680 | $5,620+125.6% | $4,952+156.1% | $4,742+167.4% |
| Participant deferral / active EE | $13,798 | $6,447+114.0% | $5,638+144.7% | $6,401+115.5% |
| Admin fee / account holder | $1,119 | $18,096-93.8% | $14,679-92.4% | $11,431-90.2% |