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 | $130,975 | $138,078-5.1% | $125,363+4.5% | $134,509-2.6% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -14.58% | 750.49%-765.1pp | 572.15%-586.7pp | 418.13%-432.7pp |
| Employer contribution / active EE | $6,719 | $5,245+28.1% | $4,815+39.6% | $4,741+41.7% |
| Participant deferral / active EE | $8,602 | $7,800+10.3% | $7,447+15.5% | $6,400+34.4% |
| Admin fee / account holder | $5,766 | $11,566-50.1% | $10,005-42.4% | $11,427-49.5% |