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 | $231,638 | $138,114+67.7% | $125,391+84.7% | $134,545+72.2% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -17.08% | 750.88%-768.0pp | 572.41%-589.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,698 | $7,801-1.3% | $7,448+3.4% | $6,401+20.3% |
| Admin fee / account holder | $2,858 | $11,570-75.3% | $10,009-71.4% | $11,431-75.0% |