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 | $184,419 | $167,353+10.2% | $143,797+28.2% | $134,545+37.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.67% | 0.48%-18.1pp | -0.04%-17.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $13,208 | $5,620+135.0% | $4,952+166.7% | $4,742+178.5% |
| Participant deferral / active EE | $9,000 | $6,447+39.6% | $5,638+59.6% | $6,401+40.6% |
| Admin fee / account holder | $2,242 | $18,096-87.6% | $14,679-84.7% | $11,431-80.4% |