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 | $119,229 | $180,459-33.9% | $154,108-22.6% | $135,380-11.9% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -3.74% | 888.21%-891.9pp | 735.21%-738.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $3,284 | $6,035-45.6% | $5,298-38.0% | $4,779-31.3% |
| Participant deferral / active EE | $7,347 | $5,806+26.5% | $5,081+44.6% | $5,609+31.0% |
| Admin fee / account holder | $34,538 | $16,145+113.9% | $13,411+157.5% | $10,828+219.0% |