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 | $228,596 | $211,946+7.9% | $169,452+34.9% | $135,380+68.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.21% | 3.26%-8.5pp | 1.83%-7.0pp | 519.81%-525.0pp |
| Employer contribution / active EE | $9,010 | $5,117+76.1% | $4,157+116.7% | $4,779+88.5% |
| Participant deferral / active EE | $10,290 | $6,075+69.4% | $5,277+95.0% | $5,609+83.5% |
| Admin fee / account holder | $13,187 | $11,472+15.0% | $9,110+44.8% | $10,828+21.8% |