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 | $140,167 | $168,635-16.9% | $147,617-5.0% | $125,389+11.8% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -0.68% | 77.65%-78.3pp | 61.98%-62.7pp | 282.24%-282.9pp |
| Employer contribution / active EE | $14,136 | $6,252+126.1% | $5,564+154.0% | $4,866+190.5% |
| Participant deferral / active EE | $4,142 | $5,507-24.8% | $4,895-15.4% | $5,352-22.6% |
| Admin fee / account holder | $87,248 | $13,580+542.5% | $11,612+651.4% | $9,541+814.5% |