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 | $152,346 | $138,114+10.3% | $125,391+21.5% | $134,545+13.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.98% | 750.88%-768.9pp | 572.41%-590.4pp | 418.37%-436.3pp |
| Employer contribution / active EE | $1,669 | $5,246-68.2% | $4,816-65.3% | $4,742-64.8% |
| Participant deferral / active EE | $8,306 | $7,801+6.5% | $7,448+11.5% | $6,401+29.8% |
| Admin fee / account holder | $584 | $11,570-94.9% | $10,009-94.2% | $11,431-94.9% |