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 | $191,213 | $138,078+38.5% | $125,363+52.5% | $134,509+42.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.04% | 750.49%-766.5pp | 572.15%-588.2pp | 418.13%-434.2pp |
| Employer contribution / active EE | $1,454 | $5,245-72.3% | $4,815-69.8% | $4,741-69.3% |
| Participant deferral / active EE | $7,461 | $7,800-4.3% | $7,447+0.2% | $6,400+16.6% |
| Admin fee / account holder | $278,492 | $11,566+2307.9% | $10,005+2683.4% | $11,427+2337.2% |