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 | $95,893 | $168,635-43.1% | $147,617-35.0% | $125,389-23.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.09% | 77.65%-79.7pp | 61.98%-64.1pp | 282.24%-284.3pp |
| Employer contribution / active EE | $6,821 | $6,252+9.1% | $5,564+22.6% | $4,866+40.2% |
| Participant deferral / active EE | $3,445 | $5,507-37.4% | $4,895-29.6% | $5,352-35.6% |
| Admin fee / account holder | $3,291 | $13,580-75.8% | $11,612-71.7% | $9,541-65.5% |