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 | $232,109 | $167,362+38.7% | $143,799+61.4% | $134,532+72.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.11% | 0.47%-16.6pp | -0.04%-16.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $10,175 | $5,620+81.0% | $4,952+105.5% | $4,741+114.6% |
| Participant deferral / active EE | $7,284 | $6,447+13.0% | $5,638+29.2% | $6,401+13.8% |
| Admin fee / account holder | $5,978 | $18,094-67.0% | $14,677-59.3% | $11,429-47.7% |