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 | $202,262 | $167,353+20.9% | $143,797+40.7% | $134,545+50.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.87% | 0.48%-15.4pp | -0.04%-14.8pp | 418.37%-433.2pp |
| Employer contribution / active EE | $5,592 | $5,620-0.5% | $4,952+12.9% | $4,742+17.9% |
| Participant deferral / active EE | $11,480 | $6,447+78.1% | $5,638+103.6% | $6,401+79.3% |
| Admin fee / account holder | $816 | $18,096-95.5% | $14,679-94.4% | $11,431-92.9% |