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 | $166,521 | $135,645+22.8% | $110,243+51.0% | $135,380+23.0% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -4.61% | 513.24%-517.8pp | 314.76%-319.4pp | 519.81%-524.4pp |
| Employer contribution / active EE | $4,923 | $4,907+0.3% | $3,827+28.7% | $4,779+3.0% |
| Participant deferral / active EE | $2,406 | $5,507-56.3% | $4,672-48.5% | $5,609-57.1% |
| Admin fee / account holder | $2,165 | $11,458-81.1% | $8,548-74.7% | $10,828-80.0% |