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 | $105,181 | $197,819-46.8% | $155,789-32.5% | $125,389-16.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.18% | 86.73%-87.9pp | 71.54%-72.7pp | 282.24%-283.4pp |
| Employer contribution / active EE | $2,633 | $4,850-45.7% | $3,839-31.4% | $4,866-45.9% |
| Participant deferral / active EE | $9,854 | $5,631+75.0% | $4,798+105.4% | $5,352+84.1% |
| Admin fee / account holder | $6,201 | $9,544-35.0% | $7,477-17.1% | $9,541-35.0% |