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 | $137,303 | $152,597-10.0% | $117,533+16.8% | $134,532+2.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.34% | 53.04%-71.4pp | 29.77%-48.1pp | 418.27%-436.6pp |
| Employer contribution / active EE | $5,386 | $5,576-3.4% | $4,179+28.9% | $4,741+13.6% |
| Participant deferral / active EE | $9,020 | $4,821+87.1% | $4,072+121.5% | $6,401+40.9% |
| Admin fee / account holder | $1,591 | $7,007-77.3% | $5,647-71.8% | $11,429-86.1% |