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 | $160,005 | $180,459-11.3% | $154,108+3.8% | $135,380+18.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -7.86% | 888.21%-896.1pp | 735.21%-743.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $3,470 | $6,035-42.5% | $5,298-34.5% | $4,779-27.4% |
| Participant deferral / active EE | $6,162 | $5,806+6.1% | $5,081+21.3% | $5,609+9.9% |
| Admin fee / account holder | $11,719 | $16,145-27.4% | $13,411-12.6% | $10,828+8.2% |