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 | $160,355 | $138,075+16.1% | $123,552+29.8% | $135,379+18.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.60% | 153.70%-158.3pp | 119.20%-123.8pp | 519.79%-524.4pp |
| Employer contribution / active EE | $5,419 | $5,152+5.2% | $4,628+17.1% | $4,779+13.4% |
| Participant deferral / active EE | $7,185 | $6,800+5.7% | $6,426+11.8% | $5,609+28.1% |
| Admin fee / account holder | $3,707 | $10,917-66.0% | $9,285-60.1% | $10,828-65.8% |