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 | $169,688 | $138,114+22.9% | $125,391+35.3% | $134,545+26.1% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -15.81% | 750.88%-766.7pp | 572.41%-588.2pp | 418.37%-434.2pp |
| Employer contribution / active EE | $15,026 | $5,246+186.4% | $4,816+212.0% | $4,742+216.9% |
| Participant deferral / active EE | $2,823 | $7,801-63.8% | $7,448-62.1% | $6,401-55.9% |
| Admin fee / account holder | $8,155 | $11,570-29.5% | $10,009-18.5% | $11,431-28.7% |