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 | $164,029 | $138,075+18.8% | $123,552+32.8% | $135,379+21.2% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -5.58% | 153.70%-159.3pp | 119.20%-124.8pp | 519.79%-525.4pp |
| Employer contribution / active EE | $6,172 | $5,152+19.8% | $4,628+33.4% | $4,779+29.1% |
| Participant deferral / active EE | $7,936 | $6,800+16.7% | $6,426+23.5% | $5,609+41.5% |
| Admin fee / account holder | $22,196 | $10,917+103.3% | $9,285+139.1% | $10,828+105.0% |