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 | $174,635 | $138,114+26.4% | $125,391+39.3% | $134,545+29.8% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -14.52% | 750.88%-765.4pp | 572.41%-586.9pp | 418.37%-432.9pp |
| Employer contribution / active EE | $9,736 | $5,246+85.6% | $4,816+102.2% | $4,742+105.3% |
| Participant deferral / active EE | $9,254 | $7,801+18.6% | $7,448+24.2% | $6,401+44.6% |
| Admin fee / account holder | $746 | $11,570-93.5% | $10,009-92.5% | $11,431-93.5% |