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 | $183,733 | $180,462+1.8% | $154,111+19.2% | $135,379+35.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.83% | 888.17%-896.0pp | 735.18%-743.0pp | 519.79%-527.6pp |
| Employer contribution / active EE | $1,901 | $6,036-68.5% | $5,298-64.1% | $4,779-60.2% |
| Participant deferral / active EE | $6,245 | $5,806+7.6% | $5,081+22.9% | $5,609+11.3% |
| Admin fee / account holder | $56,087 | $16,145+247.4% | $13,411+318.2% | $10,828+418.0% |