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 | $133,730 | $180,459-25.9% | $154,108-13.2% | $135,380-1.2% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | -5.54% | 888.21%-893.7pp | 735.21%-740.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $6,355 | $6,035+5.3% | $5,298+20.0% | $4,779+33.0% |
| Participant deferral / active EE | $5,308 | $5,806-8.6% | $5,081+4.5% | $5,609-5.4% |
| Admin fee / account holder | $1,223 | $16,145-92.4% | $13,411-90.9% | $10,828-88.7% |