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 | $99,353 | $138,102-28.1% | $125,381-20.8% | $134,532-26.1% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -16.14% | 750.73%-766.9pp | 572.31%-588.5pp | 418.27%-434.4pp |
| Employer contribution / active EE | $3,965 | $5,245-24.4% | $4,815-17.7% | $4,741-16.4% |
| Participant deferral / active EE | $6,866 | $7,801-12.0% | $7,448-7.8% | $6,401+7.3% |
| Admin fee / account holder | $464 | $11,568-96.0% | $10,007-95.4% | $11,429-95.9% |