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 | $169,438 | $138,102+22.7% | $125,381+35.1% | $134,532+25.9% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -15.33% | 750.73%-766.1pp | 572.31%-587.6pp | 418.27%-433.6pp |
| Employer contribution / active EE | $2,927 | $5,245-44.2% | $4,815-39.2% | $4,741-38.3% |
| Participant deferral / active EE | $9,747 | $7,801+25.0% | $7,448+30.9% | $6,401+52.3% |
| Admin fee / account holder | $1,284 | $11,568-88.9% | $10,007-87.2% | $11,429-88.8% |