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 | $172,865 | $138,076+25.2% | $123,553+39.9% | $135,380+27.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.15% | 153.70%-154.9pp | 119.21%-120.4pp | 519.81%-521.0pp |
| Employer contribution / active EE | $3,817 | $5,152-25.9% | $4,628-17.5% | $4,779-20.1% |
| Participant deferral / active EE | $2,919 | $6,800-57.1% | $6,426-54.6% | $5,609-48.0% |
| Admin fee / account holder | $21,420 | $10,917+96.2% | $9,284+130.7% | $10,828+97.8% |