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 | $212,345 | $167,362+26.9% | $143,799+47.7% | $134,532+57.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.70% | 0.47%-10.2pp | -0.04%-9.7pp | 418.27%-428.0pp |
| Employer contribution / active EE | $7,651 | $5,620+36.1% | $4,952+54.5% | $4,741+61.4% |
| Participant deferral / active EE | $6,782 | $6,447+5.2% | $5,638+20.3% | $6,401+5.9% |
| Admin fee / account holder | $12,452 | $18,094-31.2% | $14,677-15.2% | $11,429+9.0% |