Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $111,852 | $190,862-41.4% | $159,991-30.1% | $134,509-16.8% |
| Participation rate | 93.3% | 82.0%+11.4pp | 78.0%+15.4pp | 81.2%+12.1pp |
| Annual return | -11.40% | 552.59%-564.0pp | 408.82%-420.2pp | 418.13%-429.5pp |
| Employer contribution / active EE | $3,176 | $4,995-36.4% | $4,225-24.8% | $4,741-33.0% |
| Participant deferral / active EE | $6,000 | $6,924-13.3% | $6,183-3.0% | $6,400-6.3% |
| Admin fee / account holder | $19,441 | $10,495+85.2% | $8,715+123.1% | $11,427+70.1% |