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 | $231,874 | $97,729+137.3% | $83,830+176.6% | $135,379+71.3% |
| Participation rate | 81.3% | 80.0%+1.3pp | 76.1%+5.1pp | 82.6%-1.4pp |
| Annual return | -6.33% | 1287.52%-1293.8pp | 850.97%-857.3pp | 519.79%-526.1pp |
| Employer contribution / active EE | $7,204 | $4,222+70.6% | $3,631+98.4% | $4,779+50.7% |
| Participant deferral / active EE | $5,200 | $4,683+11.0% | $4,082+27.4% | $5,609-7.3% |
| Admin fee / account holder | $634 | $6,674-90.5% | $5,479-88.4% | $10,828-94.1% |