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 | $140,275 | $138,076+1.6% | $123,553+13.5% | $135,380+3.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.25% | 153.70%-153.9pp | 119.21%-119.5pp | 519.81%-520.1pp |
| Employer contribution / active EE | $8,225 | $5,152+59.7% | $4,628+77.7% | $4,779+72.1% |
| Participant deferral / active EE | $8,764 | $6,800+28.9% | $6,426+36.4% | $5,609+56.2% |
| Admin fee / account holder | $51,809 | $10,917+374.6% | $9,284+458.0% | $10,828+378.5% |