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 | $190,266 | $138,114+37.8% | $125,391+51.7% | $134,545+41.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.57% | 750.88%-767.5pp | 572.41%-589.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $3,363 | $5,246-35.9% | $4,816-30.2% | $4,742-29.1% |
| Participant deferral / active EE | $13,006 | $7,801+66.7% | $7,448+74.6% | $6,401+103.2% |
| Admin fee / account holder | $4,042 | $11,570-65.1% | $10,009-59.6% | $11,431-64.6% |