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 | $111,264 | $138,114-19.4% | $125,391-11.3% | $134,545-17.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.08% | 750.88%-767.0pp | 572.41%-588.5pp | 418.37%-434.4pp |
| Employer contribution / active EE | $6,190 | $5,246+18.0% | $4,816+28.5% | $4,742+30.6% |
| Participant deferral / active EE | $5,956 | $7,801-23.6% | $7,448-20.0% | $6,401-7.0% |
| Admin fee / account holder | $6,331 | $11,570-45.3% | $10,009-36.7% | $11,431-44.6% |