Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $152,472 | $138,075+10.4% | $123,552+23.4% | $135,379+12.6% |
| Participation rate | 82.4% | 84.7%-2.4pp | 82.3%+0.1pp | 82.6%-0.3pp |
| Annual return | -6.94% | 153.70%-160.6pp | 119.20%-126.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $2,205 | $5,152-57.2% | $4,628-52.4% | $4,779-53.9% |
| Participant deferral / active EE | $6,232 | $6,800-8.3% | $6,426-3.0% | $5,609+11.1% |
| Admin fee / account holder | $17,753 | $10,917+62.6% | $9,285+91.2% | $10,828+64.0% |