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 | $105,782 | $138,114-23.4% | $125,391-15.6% | $134,545-21.4% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -10.86% | 750.88%-761.7pp | 572.41%-583.3pp | 418.37%-429.2pp |
| Employer contribution / active EE | $4,579 | $5,246-12.7% | $4,816-4.9% | $4,742-3.4% |
| Participant deferral / active EE | $4,974 | $7,801-36.2% | $7,448-33.2% | $6,401-22.3% |
| Admin fee / account holder | $680 | $11,570-94.1% | $10,009-93.2% | $11,431-94.0% |