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 | $159,547 | $92,766+72.0% | $82,763+92.8% | $134,545+18.6% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -18.67% | 946.97%-965.6pp | 702.45%-721.1pp | 418.37%-437.0pp |
| Employer contribution / active EE | $2,715 | $3,273-17.1% | $3,008-9.8% | $4,742-42.7% |
| Participant deferral / active EE | $5,943 | $4,802+23.7% | $4,395+35.2% | $6,401-7.2% |
| Admin fee / account holder | $3,951 | $5,978-33.9% | $5,325-25.8% | $11,431-65.4% |