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 | $166,353 | $138,114+20.4% | $125,391+32.7% | $134,545+23.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.14% | 750.88%-769.0pp | 572.41%-590.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $2,697 | $5,246-48.6% | $4,816-44.0% | $4,742-43.1% |
| Participant deferral / active EE | $9,799 | $7,801+25.6% | $7,448+31.6% | $6,401+53.1% |
| Admin fee / account holder | $1,913 | $11,570-83.5% | $10,009-80.9% | $11,431-83.3% |