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 | $32,141 | $168,635-80.9% | $147,617-78.2% | $125,389-74.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.74% | 77.65%-79.4pp | 61.98%-63.7pp | 282.24%-284.0pp |
| Employer contribution / active EE | $5,561 | $6,252-11.1% | $5,564-0.1% | $4,866+14.3% |
| Participant deferral / active EE | $6,078 | $5,507+10.4% | $4,895+24.2% | $5,352+13.6% |
| Admin fee / account holder | $1,391 | $13,580-89.8% | $11,612-88.0% | $9,541-85.4% |