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 | $83,956 | $180,462-53.5% | $154,111-45.5% | $135,379-38.0% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -3.60% | 888.17%-891.8pp | 735.18%-738.8pp | 519.79%-523.4pp |
| Employer contribution / active EE | $2,015 | $6,036-66.6% | $5,298-62.0% | $4,779-57.8% |
| Participant deferral / active EE | $4,434 | $5,806-23.6% | $5,081-12.7% | $5,609-20.9% |
| Admin fee / account holder | $25,400 | $16,145+57.3% | $13,411+89.4% | $10,828+134.6% |