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 | $150,872 | $138,076+9.3% | $123,553+22.1% | $135,380+11.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.02% | 153.70%-161.7pp | 119.21%-127.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $1,503 | $5,152-70.8% | $4,628-67.5% | $4,779-68.6% |
| Participant deferral / active EE | $3,330 | $6,800-51.0% | $6,426-48.2% | $5,609-40.6% |
| Admin fee / account holder | $8,664 | $10,917-20.6% | $9,284-6.7% | $10,828-20.0% |