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 | $220,311 | $160,059+37.6% | $140,019+57.3% | $135,382+62.7% |
| Participation rate | 81.0% | 88.5%-7.6pp | 87.5%-6.5pp | 82.6%-1.7pp |
| Annual return | -3.09% | 911.44%-914.5pp | 651.15%-654.2pp | 519.77%-522.9pp |
| Employer contribution / active EE | $3,490 | $6,420-45.6% | $5,605-37.7% | $4,779-27.0% |
| Participant deferral / active EE | $8,746 | $7,641+14.5% | $6,927+26.3% | $5,609+55.9% |
| Admin fee / account holder | $17,977 | $13,328+34.9% | $10,705+67.9% | $10,829+66.0% |