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 | $112,463 | $180,466-37.7% | $154,114-27.0% | $135,382-16.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -5.36% | 888.15%-893.5pp | 735.16%-740.5pp | 519.77%-525.1pp |
| Employer contribution / active EE | $3,030 | $6,035-49.8% | $5,298-42.8% | $4,779-36.6% |
| Participant deferral / active EE | $5,627 | $5,806-3.1% | $5,081+10.8% | $5,609+0.3% |
| Admin fee / account holder | $760 | $16,144-95.3% | $13,411-94.3% | $10,829-93.0% |