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 | $169,296 | $180,462-6.2% | $154,111+9.9% | $135,379+25.1% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -6.17% | 888.17%-894.3pp | 735.18%-741.3pp | 519.79%-526.0pp |
| Employer contribution / active EE | $3,140 | $6,036-48.0% | $5,298-40.7% | $4,779-34.3% |
| Participant deferral / active EE | $6,950 | $5,806+19.7% | $5,081+36.8% | $5,609+23.9% |
| Admin fee / account holder | $1,143 | $16,145-92.9% | $13,411-91.5% | $10,828-89.4% |