Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $158,465 | $138,114+14.7% | $125,391+26.4% | $134,545+17.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.79% | 750.88%-759.7pp | 572.41%-581.2pp | 418.37%-427.2pp |
| Employer contribution / active EE | $3,927 | $5,246-25.1% | $4,816-18.5% | $4,742-17.2% |
| Participant deferral / active EE | $6,254 | $7,801-19.8% | $7,448-16.0% | $6,401-2.3% |
| Admin fee / account holder | $1,384 | $11,570-88.0% | $10,009-86.2% | $11,431-87.9% |