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 | $122,494 | $138,114-11.3% | $125,391-2.3% | $134,545-9.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -15.95% | 750.88%-766.8pp | 572.41%-588.4pp | 418.37%-434.3pp |
| Employer contribution / active EE | $3,570 | $5,246-32.0% | $4,816-25.9% | $4,742-24.7% |
| Participant deferral / active EE | $9,530 | $7,801+22.2% | $7,448+27.9% | $6,401+48.9% |
| Admin fee / account holder | $97,286 | $11,570+740.8% | $10,009+872.0% | $11,431+751.1% |