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 | $87,652 | $90,606-3.3% | $79,466+10.3% | $135,379-35.3% |
| Participation rate | 95.5% | 76.0%+19.4pp | 73.3%+22.1pp | 82.6%+12.8pp |
| Annual return | -2.98% | 977.69%-980.7pp | 718.28%-721.3pp | 519.79%-522.8pp |
| Employer contribution / active EE | $4,576 | $3,068+49.2% | $2,800+63.4% | $4,779-4.3% |
| Participant deferral / active EE | $2,591 | $4,050-36.0% | $3,704-30.1% | $5,609-53.8% |
| Admin fee / account holder | $7,167 | $5,895+21.6% | $5,104+40.4% | $10,828-33.8% |