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 | $135,215 | $138,075-2.1% | $123,552+9.4% | $135,379-0.1% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -5.24% | 153.70%-158.9pp | 119.20%-124.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $2,525 | $5,152-51.0% | $4,628-45.4% | $4,779-47.2% |
| Participant deferral / active EE | $7,331 | $6,800+7.8% | $6,426+14.1% | $5,609+30.7% |
| Admin fee / account holder | $850 | $10,917-92.2% | $9,285-90.8% | $10,828-92.2% |