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 | $72,529 | $180,459-59.8% | $154,108-52.9% | $135,380-46.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.18% | 888.21%-894.4pp | 735.21%-741.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $9,157 | $6,035+51.7% | $5,298+72.9% | $4,779+91.6% |
| Participant deferral / active EE | $10,349 | $5,806+78.2% | $5,081+103.7% | $5,609+84.5% |
| Admin fee / account holder | $14,872 | $16,145-7.9% | $13,411+10.9% | $10,828+37.3% |