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 | $111,755 | $147,727-24.4% | $115,756-3.5% | $134,509-16.9% |
| Participation rate | 92.3% | 80.4%+11.9pp | 77.1%+15.2pp | 81.2%+11.1pp |
| Annual return | -18.10% | 73.96%-92.1pp | 143.14%-161.2pp | 418.13%-436.2pp |
| Employer contribution / active EE | $4,898 | $4,713+3.9% | $3,793+29.1% | $4,741+3.3% |
| Participant deferral / active EE | $10,140 | $7,563+34.1% | $6,254+62.1% | $6,400+58.4% |
| Admin fee / account holder | $790 | $14,571-94.6% | $8,124-90.3% | $11,427-93.1% |