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 | $107,483 | $138,114-22.2% | $125,391-14.3% | $134,545-20.1% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -18.70% | 750.88%-769.6pp | 572.41%-591.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $2,631 | $5,246-49.9% | $4,816-45.4% | $4,742-44.5% |
| Participant deferral / active EE | $6,856 | $7,801-12.1% | $7,448-7.9% | $6,401+7.1% |
| Admin fee / account holder | $1,374 | $11,570-88.1% | $10,009-86.3% | $11,431-88.0% |