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 | $123,843 | $97,732+26.7% | $83,831+47.7% | $135,380-8.5% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -6.33% | 1287.56%-1293.9pp | 850.99%-857.3pp | 519.81%-526.1pp |
| Employer contribution / active EE | $2,598 | $4,222-38.5% | $3,631-28.4% | $4,779-45.6% |
| Participant deferral / active EE | $5,194 | $4,683+10.9% | $4,082+27.3% | $5,609-7.4% |
| Admin fee / account holder | $386 | $6,675-94.2% | $5,479-93.0% | $10,828-96.4% |