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 | $142,859 | $138,114+3.4% | $125,391+13.9% | $134,545+6.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.90% | 750.88%-767.8pp | 572.41%-589.3pp | 418.37%-435.3pp |
| Employer contribution / active EE | $8,093 | $5,246+54.3% | $4,816+68.1% | $4,742+70.7% |
| Participant deferral / active EE | $20,625 | $7,801+164.4% | $7,448+176.9% | $6,401+222.2% |
| Admin fee / account holder | $489 | $11,570-95.8% | $10,009-95.1% | $11,431-95.7% |