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 | $97,912 | $138,114-29.1% | $125,391-21.9% | $134,545-27.2% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -11.39% | 750.88%-762.3pp | 572.41%-583.8pp | 418.37%-429.8pp |
| Employer contribution / active EE | $9,519 | $5,246+81.5% | $4,816+97.7% | $4,742+100.8% |
| Participant deferral / active EE | $11,064 | $7,801+41.8% | $7,448+48.5% | $6,401+72.8% |
| Admin fee / account holder | $47,750 | $11,570+312.7% | $10,009+377.1% | $11,431+317.7% |