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 | $131,102 | $168,635-22.3% | $147,617-11.2% | $125,389+4.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.37% | 77.65%-78.0pp | 61.98%-62.4pp | 282.24%-282.6pp |
| Employer contribution / active EE | $14,425 | $6,252+130.7% | $5,564+159.2% | $4,866+196.4% |
| Participant deferral / active EE | $7,751 | $5,507+40.8% | $4,895+58.3% | $5,352+44.8% |
| Admin fee / account holder | $9,165 | $13,580-32.5% | $11,612-21.1% | $9,541-3.9% |