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 | $95,955 | $138,102-30.5% | $125,381-23.5% | $134,532-28.7% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -16.48% | 750.73%-767.2pp | 572.31%-588.8pp | 418.27%-434.7pp |
| Employer contribution / active EE | $4,495 | $5,245-14.3% | $4,815-6.6% | $4,741-5.2% |
| Participant deferral / active EE | $10,508 | $7,801+34.7% | $7,448+41.1% | $6,401+64.2% |
| Admin fee / account holder | $1,137 | $11,568-90.2% | $10,007-88.6% | $11,429-90.1% |