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 | $99,138 | $190,879-48.1% | $160,009-38.0% | $134,532-26.3% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.0%+12.9pp | 81.2%+9.7pp |
| Annual return | -17.82% | 552.63%-570.5pp | 408.85%-426.7pp | 418.27%-436.1pp |
| Employer contribution / active EE | $3,875 | $4,995-22.4% | $4,225-8.3% | $4,741-18.3% |
| Participant deferral / active EE | $8,991 | $6,924+29.9% | $6,183+45.4% | $6,401+40.5% |
| Admin fee / account holder | $28,338 | $10,495+170.0% | $8,715+225.2% | $11,429+148.0% |