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 | $203,401 | $138,114+47.3% | $125,391+62.2% | $134,545+51.2% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -15.50% | 750.88%-766.4pp | 572.41%-587.9pp | 418.37%-433.9pp |
| Employer contribution / active EE | $9,752 | $5,246+85.9% | $4,816+102.5% | $4,742+105.7% |
| Participant deferral / active EE | $12,328 | $7,801+58.0% | $7,448+65.5% | $6,401+92.6% |
| Admin fee / account holder | $2,327 | $11,570-79.9% | $10,009-76.8% | $11,431-79.6% |