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 | $154,944 | $138,102+12.2% | $125,381+23.6% | $134,532+15.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.04% | 750.73%-768.8pp | 572.31%-590.3pp | 418.27%-436.3pp |
| Employer contribution / active EE | $3,205 | $5,245-38.9% | $4,815-33.4% | $4,741-32.4% |
| Participant deferral / active EE | $7,297 | $7,801-6.5% | $7,448-2.0% | $6,401+14.0% |
| Admin fee / account holder | $841 | $11,568-92.7% | $10,007-91.6% | $11,429-92.6% |