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 | $160,871 | $180,459-10.9% | $154,108+4.4% | $135,380+18.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.45% | 888.21%-891.7pp | 735.21%-738.7pp | 519.81%-523.3pp |
| Employer contribution / active EE | $6,142 | $6,035+1.8% | $5,298+15.9% | $4,779+28.5% |
| Participant deferral / active EE | $5,641 | $5,806-2.8% | $5,081+11.0% | $5,609+0.6% |
| Admin fee / account holder | $17,030 | $16,145+5.5% | $13,411+27.0% | $10,828+57.3% |