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 | $152,611 | $190,916-20.1% | $160,037-4.6% | $134,545+13.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.34% | 552.79%-569.1pp | 408.95%-425.3pp | 418.37%-434.7pp |
| Employer contribution / active EE | $6,468 | $4,996+29.5% | $4,226+53.1% | $4,742+36.4% |
| Participant deferral / active EE | $5,590 | $6,925-19.3% | $6,184-9.6% | $6,401-12.7% |
| Admin fee / account holder | $2,986 | $10,497-71.5% | $8,716-65.7% | $11,431-73.9% |