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 | $122,947 | $180,466-31.9% | $154,114-20.2% | $135,382-9.2% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -8.24% | 888.15%-896.4pp | 735.16%-743.4pp | 519.77%-528.0pp |
| Employer contribution / active EE | $8,099 | $6,035+34.2% | $5,298+52.9% | $4,779+69.5% |
| Participant deferral / active EE | $5,120 | $5,806-11.8% | $5,081+0.8% | $5,609-8.7% |
| Admin fee / account holder | $347 | $16,144-97.9% | $13,411-97.4% | $10,829-96.8% |