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 | $194,588 | $138,114+40.9% | $125,391+55.2% | $134,545+44.6% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -16.49% | 750.88%-767.4pp | 572.41%-588.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $6,618 | $5,246+26.2% | $4,816+37.4% | $4,742+39.6% |
| Participant deferral / active EE | $8,162 | $7,801+4.6% | $7,448+9.6% | $6,401+27.5% |
| Admin fee / account holder | $4,043 | $11,570-65.1% | $10,009-59.6% | $11,431-64.6% |