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 | $173,163 | $138,075+25.4% | $123,552+40.2% | $135,379+27.9% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -6.58% | 153.70%-160.3pp | 119.20%-125.8pp | 519.79%-526.4pp |
| Employer contribution / active EE | $4,268 | $5,152-17.1% | $4,628-7.8% | $4,779-10.7% |
| Participant deferral / active EE | $9,870 | $6,800+45.2% | $6,426+53.6% | $5,609+76.0% |
| Admin fee / account holder | $561 | $10,917-94.9% | $9,285-94.0% | $10,828-94.8% |