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 | $106,385 | $138,102-23.0% | $125,381-15.2% | $134,532-20.9% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -12.09% | 750.73%-762.8pp | 572.31%-584.4pp | 418.27%-430.4pp |
| Employer contribution / active EE | $1,603 | $5,245-69.4% | $4,815-66.7% | $4,741-66.2% |
| Participant deferral / active EE | $3,467 | $7,801-55.6% | $7,448-53.4% | $6,401-45.8% |
| Admin fee / account holder | $981 | $11,568-91.5% | $10,007-90.2% | $11,429-91.4% |