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 | $243,066 | $135,645+79.2% | $110,243+120.5% | $135,380+79.5% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -2.97% | 513.24%-516.2pp | 314.76%-317.7pp | 519.81%-522.8pp |
| Employer contribution / active EE | $6,813 | $4,907+38.8% | $3,827+78.0% | $4,779+42.6% |
| Participant deferral / active EE | $7,899 | $5,507+43.4% | $4,672+69.1% | $5,609+40.8% |
| Admin fee / account holder | $6,667 | $11,458-41.8% | $8,548-22.0% | $10,828-38.4% |