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 | $73,132 | $138,114-47.0% | $125,391-41.7% | $134,545-45.6% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -19.01% | 750.88%-769.9pp | 572.41%-591.4pp | 418.37%-437.4pp |
| Employer contribution / active EE | $8,014 | $5,246+52.8% | $4,816+66.4% | $4,742+69.0% |
| Participant deferral / active EE | $14,610 | $7,801+87.3% | $7,448+96.2% | $6,401+128.2% |
| Admin fee / account holder | $6,007 | $11,570-48.1% | $10,009-40.0% | $11,431-47.4% |