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 | $157,316 | $138,075+13.9% | $123,552+27.3% | $135,379+16.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.40% | 153.70%-158.1pp | 119.20%-123.6pp | 519.79%-524.2pp |
| Employer contribution / active EE | $6,713 | $5,152+30.3% | $4,628+45.1% | $4,779+40.5% |
| Participant deferral / active EE | $7,433 | $6,800+9.3% | $6,426+15.7% | $5,609+32.5% |
| Admin fee / account holder | $72,064 | $10,917+560.1% | $9,285+676.2% | $10,828+565.5% |