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 | $81,435 | $138,102-41.0% | $125,381-35.0% | $134,532-39.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -17.92% | 750.73%-768.6pp | 572.31%-590.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $7,477 | $5,245+42.5% | $4,815+55.3% | $4,741+57.7% |
| Participant deferral / active EE | $10,953 | $7,801+40.4% | $7,448+47.1% | $6,401+71.1% |
| Admin fee / account holder | $6,154 | $11,568-46.8% | $10,007-38.5% | $11,429-46.2% |