Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $154,043 | $168,636-8.7% | $147,618+4.4% | $125,388+22.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.00% | 77.65%-79.6pp | 61.98%-64.0pp | 282.24%-284.2pp |
| Employer contribution / active EE | $11,072 | $6,252+77.1% | $5,565+99.0% | $4,866+127.5% |
| Participant deferral / active EE | $5,351 | $5,507-2.8% | $4,895+9.3% | $5,3520% |
| Admin fee / account holder | $935 | $13,580-93.1% | $11,612-91.9% | $9,541-90.2% |