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 | $230,861 | $180,459+27.9% | $154,108+49.8% | $135,380+70.5% |
| Participation rate | 85.0% | 87.4%-2.4pp | 83.0%+2.0pp | 82.6%+2.4pp |
| Annual return | -5.07% | 888.21%-893.3pp | 735.21%-740.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $5,862 | $6,035-2.9% | $5,298+10.6% | $4,779+22.7% |
| Participant deferral / active EE | $4,428 | $5,806-23.7% | $5,081-12.9% | $5,609-21.1% |
| Admin fee / account holder | $754 | $16,145-95.3% | $13,411-94.4% | $10,828-93.0% |