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 | $88,497 | $168,635-47.5% | $147,617-40.0% | $125,389-29.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.61% | 77.65%-81.3pp | 61.98%-65.6pp | 282.24%-285.8pp |
| Employer contribution / active EE | $7,997 | $6,252+27.9% | $5,564+43.7% | $4,866+64.3% |
| Participant deferral / active EE | $7,948 | $5,507+44.3% | $4,895+62.4% | $5,352+48.5% |
| Admin fee / account holder | $549 | $13,580-96.0% | $11,612-95.3% | $9,541-94.2% |