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 | $210,609 | $135,645+55.3% | $110,243+91.0% | $135,379+55.6% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -6.06% | 513.24%-519.3pp | 314.76%-320.8pp | 519.79%-525.8pp |
| Employer contribution / active EE | $10,744 | $4,907+119.0% | $3,827+180.8% | $4,779+124.8% |
| Participant deferral / active EE | $10,577 | $5,507+92.1% | $4,672+126.4% | $5,609+88.6% |
| Admin fee / account holder | $504 | $11,458-95.6% | $8,548-94.1% | $10,828-95.3% |