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 | $85,870 | $160,059-46.4% | $140,019-38.7% | $135,380-36.6% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.5%+6.6pp | 82.6%+11.5pp |
| Annual return | -4.16% | 911.48%-915.6pp | 651.17%-655.3pp | 519.81%-524.0pp |
| Employer contribution / active EE | $10,267 | $6,420+59.9% | $5,605+83.2% | $4,779+114.8% |
| Participant deferral / active EE | $13,727 | $7,641+79.7% | $6,927+98.2% | $5,609+144.7% |
| Admin fee / account holder | $644 | $13,328-95.2% | $10,705-94.0% | $10,828-94.1% |