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 | $100,777 | $160,059-37.0% | $140,019-28.0% | $135,380-25.6% |
| Participation rate | 78.9% | 88.5%-9.6pp | 87.5%-8.6pp | 82.6%-3.7pp |
| Annual return | -4.74% | 911.48%-916.2pp | 651.17%-655.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $3,272 | $6,420-49.0% | $5,605-41.6% | $4,779-31.5% |
| Participant deferral / active EE | $6,321 | $7,641-17.3% | $6,927-8.7% | $5,609+12.7% |
| Admin fee / account holder | $7,754 | $13,328-41.8% | $10,705-27.6% | $10,828-28.4% |