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 | $193,612 | $138,076+40.2% | $123,553+56.7% | $135,380+43.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.46% | 153.70%-156.2pp | 119.21%-121.7pp | 519.81%-522.3pp |
| Employer contribution / active EE | $5,051 | $5,152-2.0% | $4,628+9.1% | $4,779+5.7% |
| Participant deferral / active EE | $10,314 | $6,800+51.7% | $6,426+60.5% | $5,609+83.9% |
| Admin fee / account holder | $130,714 | $10,917+1097.4% | $9,284+1307.9% | $10,828+1107.2% |