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 | $132,079 | $92,766+42.4% | $82,763+59.6% | $134,545-1.8% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.1pp | 81.2%+3.4pp |
| Annual return | -2.25% | 946.97%-949.2pp | 702.45%-704.7pp | 418.37%-420.6pp |
| Employer contribution / active EE | $5,095 | $3,273+55.7% | $3,008+69.4% | $4,742+7.5% |
| Participant deferral / active EE | $4,350 | $4,802-9.4% | $4,395-1.0% | $6,401-32.0% |
| Admin fee / account holder | $2,431 | $5,978-59.3% | $5,325-54.3% | $11,431-78.7% |