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 | $153,278 | $168,635-9.1% | $147,617+3.8% | $125,389+22.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.78% | 77.65%-79.4pp | 61.98%-63.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $4,624 | $6,252-26.0% | $5,564-16.9% | $4,866-5.0% |
| Participant deferral / active EE | $13,974 | $5,507+153.8% | $4,895+185.5% | $5,352+161.1% |
| Admin fee / account holder | $1,456 | $13,580-89.3% | $11,612-87.5% | $9,541-84.7% |