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 | $99,434 | $168,636-41.0% | $147,618-32.6% | $125,388-20.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.45% | 77.65%-78.1pp | 61.98%-62.4pp | 282.24%-282.7pp |
| Employer contribution / active EE | $3,302 | $6,252-47.2% | $5,565-40.7% | $4,866-32.2% |
| Participant deferral / active EE | $5,994 | $5,507+8.9% | $4,895+22.4% | $5,352+12.0% |
| Admin fee / account holder | $2,044 | $13,580-84.9% | $11,612-82.4% | $9,541-78.6% |