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 | $172,519 | $138,078+24.9% | $125,363+37.6% | $134,509+28.3% |
| Participation rate | 73.7% | 84.5%-10.8pp | 82.4%-8.7pp | 81.2%-7.5pp |
| Annual return | -18.71% | 750.49%-769.2pp | 572.15%-590.9pp | 418.13%-436.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,127 | $7,800-21.4% | $7,447-17.7% | $6,400-4.3% |
| Admin fee / account holder | $2,365 | $11,566-79.5% | $10,005-76.4% | $11,427-79.3% |