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 | $112,603 | $197,819-43.1% | $155,789-27.7% | $125,389-10.2% |
| Participation rate | 71.4% | 82.1%-10.7pp | 76.1%-4.7pp | 83.2%-11.8pp |
| Annual return | -3.22% | 86.73%-90.0pp | 71.54%-74.8pp | 282.24%-285.5pp |
| Employer contribution / active EE | $3,115 | $4,850-35.8% | $3,839-18.8% | $4,866-36.0% |
| Participant deferral / active EE | $9,451 | $5,631+67.8% | $4,798+97.0% | $5,352+76.6% |
| Admin fee / account holder | $20,279 | $9,544+112.5% | $7,477+171.2% | $9,541+112.6% |