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 | $150,114 | $180,461-16.8% | $154,110-2.6% | $135,381+10.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -2.62% | 888.23%-890.8pp | 735.22%-737.8pp | 519.81%-522.4pp |
| Employer contribution / active EE | $4,624 | $6,035-23.4% | $5,298-12.7% | $4,779-3.2% |
| Participant deferral / active EE | $10,555 | $5,806+81.8% | $5,081+107.7% | $5,609+88.2% |
| Admin fee / account holder | $12,397 | $16,146-23.2% | $13,412-7.6% | $10,828+14.5% |