Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $181,826 | $138,076+31.7% | $123,553+47.2% | $135,380+34.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.64% | 153.70%-158.3pp | 119.21%-123.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $5,770 | $5,152+12.0% | $4,628+24.7% | $4,779+20.7% |
| Participant deferral / active EE | $10,068 | $6,800+48.1% | $6,426+56.7% | $5,609+79.5% |
| Admin fee / account holder | $6,954 | $10,917-36.3% | $9,284-25.1% | $10,828-35.8% |