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 | $56,369 | $168,635-66.6% | $147,617-61.8% | $125,389-55.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.62% | 77.65%-80.3pp | 61.98%-64.6pp | 282.24%-284.9pp |
| Employer contribution / active EE | $9,298 | $6,252+48.7% | $5,564+67.1% | $4,866+91.1% |
| Participant deferral / active EE | $9,029 | $5,507+64.0% | $4,895+84.4% | $5,352+68.7% |
| Admin fee / account holder | $721 | $13,580-94.7% | $11,612-93.8% | $9,541-92.4% |