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 | $93,807 | $138,114-32.1% | $125,391-25.2% | $134,545-30.3% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -14.92% | 750.88%-765.8pp | 572.41%-587.3pp | 418.37%-433.3pp |
| Employer contribution / active EE | $4,617 | $5,246-12.0% | $4,816-4.1% | $4,742-2.6% |
| Participant deferral / active EE | $7,782 | $7,801-0.2% | $7,448+4.5% | $6,401+21.6% |
| Admin fee / account holder | $1,175 | $11,570-89.8% | $10,009-88.3% | $11,431-89.7% |