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 | $172,642 | $138,076+25.0% | $123,553+39.7% | $135,380+27.5% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -4.15% | 153.70%-157.8pp | 119.21%-123.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $2,087 | $5,152-59.5% | $4,628-54.9% | $4,779-56.3% |
| Participant deferral / active EE | $7,256 | $6,800+6.7% | $6,426+12.9% | $5,609+29.4% |
| Admin fee / account holder | $13,093 | $10,917+19.9% | $9,284+41.0% | $10,828+20.9% |