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 | $224,403 | $138,102+62.5% | $125,381+79.0% | $134,532+66.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.21% | 750.73%-754.9pp | 572.31%-576.5pp | 418.27%-422.5pp |
| Employer contribution / active EE | $2,810 | $5,245-46.4% | $4,815-41.6% | $4,741-40.7% |
| Participant deferral / active EE | $7,840 | $7,801+0.5% | $7,448+5.3% | $6,401+22.5% |
| Admin fee / account holder | $900 | $11,568-92.2% | $10,007-91.0% | $11,429-92.1% |