Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $142,710 | $138,076+3.4% | $123,553+15.5% | $135,380+5.4% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -8.04% | 153.70%-161.7pp | 119.21%-127.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $3,621 | $5,152-29.7% | $4,628-21.8% | $4,779-24.2% |
| Participant deferral / active EE | $6,098 | $6,800-10.3% | $6,426-5.1% | $5,609+8.7% |
| Admin fee / account holder | $1,733 | $10,917-84.1% | $9,284-81.3% | $10,828-84.0% |