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 | $205,769 | $160,059+28.6% | $140,019+47.0% | $135,379+52.0% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.5%+4.2pp | 82.6%+9.0pp |
| Annual return | -3.77% | 911.44%-915.2pp | 651.15%-654.9pp | 519.79%-523.6pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,965 | $7,641+30.4% | $6,927+43.9% | $5,609+77.7% |
| Admin fee / account holder | $3,444 | $13,328-74.2% | $10,705-67.8% | $10,828-68.2% |