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 | $203,746 | $168,635+20.8% | $147,617+38.0% | $125,389+62.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.90% | 77.65%-79.5pp | 61.98%-63.9pp | 282.24%-284.1pp |
| Employer contribution / active EE | $3,333 | $6,252-46.7% | $5,564-40.1% | $4,866-31.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,090 | $13,580-55.2% | $11,612-47.6% | $9,541-36.2% |