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 | $108,356 | $180,459-40.0% | $154,108-29.7% | $135,380-20.0% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | -5.41% | 888.21%-893.6pp | 735.21%-740.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $3,579 | $6,035-40.7% | $5,298-32.4% | $4,779-25.1% |
| Participant deferral / active EE | $8,754 | $5,806+50.8% | $5,081+72.3% | $5,609+56.1% |
| Admin fee / account holder | $2,426 | $16,145-85.0% | $13,411-81.9% | $10,828-77.6% |