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 | $138,481 | $180,459-23.3% | $154,108-10.1% | $135,380+2.3% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -6.69% | 888.21%-894.9pp | 735.21%-741.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $3,750 | $6,035-37.9% | $5,298-29.2% | $4,779-21.5% |
| Participant deferral / active EE | $6,503 | $5,806+12.0% | $5,081+28.0% | $5,609+15.9% |
| Admin fee / account holder | $2,366 | $16,145-85.3% | $13,411-82.4% | $10,828-78.2% |