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 | $170,001 | $106,557+59.5% | $91,227+86.4% | $134,545+26.4% |
| Participation rate | 72.7% | 76.8%-4.1pp | 73.2%-0.5pp | 81.2%-8.5pp |
| Annual return | -18.01% | 160.81%-178.8pp | 114.14%-132.2pp | 418.37%-436.4pp |
| Employer contribution / active EE | $4,908 | $3,332+47.3% | $2,851+72.1% | $4,742+3.5% |
| Participant deferral / active EE | $7,041 | $4,719+49.2% | $4,234+66.3% | $6,401+10.0% |
| Admin fee / account holder | $5,310 | $6,235-14.8% | $5,423-2.1% | $11,431-53.5% |