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 | $203,800 | $138,102+47.6% | $125,381+62.5% | $134,532+51.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.12% | 750.73%-770.8pp | 572.31%-592.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,439 | $5,245-72.6% | $4,815-70.1% | $4,741-69.6% |
| Participant deferral / active EE | $9,239 | $7,801+18.4% | $7,448+24.1% | $6,401+44.3% |
| Admin fee / account holder | $893 | $11,568-92.3% | $10,007-91.1% | $11,429-92.2% |