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 | $91,150 | $138,076-34.0% | $123,553-26.2% | $135,380-32.7% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -1.44% | 153.70%-155.1pp | 119.21%-120.6pp | 519.81%-521.2pp |
| Employer contribution / active EE | $7,734 | $5,152+50.1% | $4,628+67.1% | $4,779+61.8% |
| Participant deferral / active EE | $7,089 | $6,800+4.3% | $6,426+10.3% | $5,609+26.4% |
| Admin fee / account holder | $1,258 | $10,917-88.5% | $9,284-86.5% | $10,828-88.4% |