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 | $187,738 | $138,102+35.9% | $125,381+49.7% | $134,532+39.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.22% | 750.73%-767.9pp | 572.31%-589.5pp | 418.27%-435.5pp |
| Employer contribution / active EE | $3,285 | $5,245-37.4% | $4,815-31.8% | $4,741-30.7% |
| Participant deferral / active EE | $11,490 | $7,801+47.3% | $7,448+54.3% | $6,401+79.5% |
| Admin fee / account holder | $4,567 | $11,568-60.5% | $10,007-54.4% | $11,429-60.0% |