Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $111,628 | $138,102-19.2% | $125,381-11.0% | $134,532-17.0% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -16.92% | 750.73%-767.6pp | 572.31%-589.2pp | 418.27%-435.2pp |
| Employer contribution / active EE | $15,932 | $5,245+203.7% | $4,815+230.9% | $4,741+236.0% |
| Participant deferral / active EE | $10,665 | $7,801+36.7% | $7,448+43.2% | $6,401+66.6% |
| Admin fee / account holder | $492 | $11,568-95.7% | $10,007-95.1% | $11,429-95.7% |