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 | $143,174 | $90,607+58.0% | $79,467+80.2% | $135,380+5.8% |
| Participation rate | 90.5% | 76.0%+14.4pp | 73.3%+17.1pp | 82.6%+7.8pp |
| Annual return | -5.97% | 977.74%-983.7pp | 718.30%-724.3pp | 519.81%-525.8pp |
| Employer contribution / active EE | $7,686 | $3,068+150.5% | $2,800+174.5% | $4,779+60.8% |
| Participant deferral / active EE | $8,108 | $4,050+100.2% | $3,704+118.9% | $5,609+44.6% |
| Admin fee / account holder | $2,190 | $5,895-62.8% | $5,104-57.1% | $10,828-79.8% |