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 | $149,245 | $138,076+8.1% | $123,553+20.8% | $135,380+10.2% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -6.69% | 153.70%-160.4pp | 119.21%-125.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $2,862 | $5,152-44.5% | $4,628-38.2% | $4,779-40.1% |
| Participant deferral / active EE | $7,742 | $6,800+13.9% | $6,426+20.5% | $5,609+38.0% |
| Admin fee / account holder | $618 | $10,917-94.3% | $9,284-93.3% | $10,828-94.3% |