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 | $98,703 | $138,078-28.5% | $125,363-21.3% | $134,509-26.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.51% | 750.49%-770.0pp | 572.15%-591.7pp | 418.13%-437.6pp |
| Employer contribution / active EE | $3,664 | $5,245-30.1% | $4,815-23.9% | $4,741-22.7% |
| Participant deferral / active EE | $10,185 | $7,800+30.6% | $7,447+36.8% | $6,400+59.1% |
| Admin fee / account holder | $1,009 | $11,566-91.3% | $10,005-89.9% | $11,427-91.2% |