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 | $211,201 | $138,102+52.9% | $125,381+68.4% | $134,532+57.0% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -15.46% | 750.73%-766.2pp | 572.31%-587.8pp | 418.27%-433.7pp |
| Employer contribution / active EE | $6,212 | $5,245+18.4% | $4,815+29.0% | $4,741+31.0% |
| Participant deferral / active EE | $8,978 | $7,801+15.1% | $7,448+20.5% | $6,401+40.3% |
| Admin fee / account holder | $3,984 | $11,568-65.6% | $10,007-60.2% | $11,429-65.1% |