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 | $190,781 | $135,645+40.6% | $110,243+73.1% | $135,379+40.9% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -6.75% | 513.24%-520.0pp | 314.76%-321.5pp | 519.79%-526.5pp |
| Employer contribution / active EE | $4,155 | $4,907-15.3% | $3,827+8.6% | $4,779-13.1% |
| Participant deferral / active EE | $11,930 | $5,507+116.6% | $4,672+155.3% | $5,609+112.7% |
| Admin fee / account holder | $696 | $11,458-93.9% | $8,548-91.9% | $10,828-93.6% |