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 | $71,329 | $168,635-57.7% | $147,617-51.7% | $125,389-43.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.14% | 77.65%-78.8pp | 61.98%-63.1pp | 282.24%-283.4pp |
| Employer contribution / active EE | $9,441 | $6,252+51.0% | $5,564+69.7% | $4,866+94.0% |
| Participant deferral / active EE | $4,308 | $5,507-21.8% | $4,895-12.0% | $5,352-19.5% |
| Admin fee / account holder | $955 | $13,580-93.0% | $11,612-91.8% | $9,541-90.0% |