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 | $109,453 | $97,759+12.0% | $83,849+30.5% | $135,377-19.1% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -6.89% | 1287.41%-1294.3pp | 850.91%-857.8pp | 519.75%-526.6pp |
| Employer contribution / active EE | $7,611 | $4,222+80.3% | $3,631+109.6% | $4,779+59.3% |
| Participant deferral / active EE | $7,330 | $4,682+56.6% | $4,082+79.6% | $5,609+30.7% |
| Admin fee / account holder | $4,255 | $6,674-36.3% | $5,478-22.3% | $10,828-60.7% |