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 | $136,167 | $135,645+0.4% | $110,243+23.5% | $135,380+0.6% |
| Participation rate | 90.9% | 83.5%+7.4pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -7.99% | 513.24%-521.2pp | 314.76%-322.8pp | 519.81%-527.8pp |
| Employer contribution / active EE | $2,023 | $4,907-58.8% | $3,827-47.1% | $4,779-57.7% |
| Participant deferral / active EE | $6,733 | $5,507+22.3% | $4,672+44.1% | $5,609+20.0% |
| Admin fee / account holder | $519 | $11,458-95.5% | $8,548-93.9% | $10,828-95.2% |