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 | $163,678 | $135,645+20.7% | $110,243+48.5% | $135,379+20.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.42% | 513.24%-514.7pp | 314.76%-316.2pp | 519.79%-521.2pp |
| Employer contribution / active EE | $14,611 | $4,907+197.8% | $3,827+281.8% | $4,779+205.7% |
| Participant deferral / active EE | $11,815 | $5,507+114.6% | $4,672+152.9% | $5,609+110.7% |
| Admin fee / account holder | $14,634 | $11,458+27.7% | $8,548+71.2% | $10,828+35.1% |