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 | $136,482 | $180,459-24.4% | $154,108-11.4% | $135,380+0.8% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -8.47% | 888.21%-896.7pp | 735.21%-743.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $7,189 | $6,035+19.1% | $5,298+35.7% | $4,779+50.4% |
| Participant deferral / active EE | $12,177 | $5,806+109.7% | $5,081+139.7% | $5,609+117.1% |
| Admin fee / account holder | $24,593 | $16,145+52.3% | $13,411+83.4% | $10,828+127.1% |