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 | $42,463 | $168,635-74.8% | $147,617-71.2% | $125,389-66.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.28% | 77.65%-80.9pp | 61.98%-65.3pp | 282.24%-285.5pp |
| Employer contribution / active EE | $2,643 | $6,252-57.7% | $5,564-52.5% | $4,866-45.7% |
| Participant deferral / active EE | $5,355 | $5,507-2.8% | $4,895+9.4% | $5,352+0.1% |
| Admin fee / account holder | $1,511 | $13,580-88.9% | $11,612-87.0% | $9,541-84.2% |