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 | $102,413 | $138,102-25.8% | $125,381-18.3% | $134,532-23.9% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -16.85% | 750.73%-767.6pp | 572.31%-589.2pp | 418.27%-435.1pp |
| Employer contribution / active EE | $4,261 | $5,245-18.8% | $4,815-11.5% | $4,741-10.1% |
| Participant deferral / active EE | $5,385 | $7,801-31.0% | $7,448-27.7% | $6,401-15.9% |
| Admin fee / account holder | $18,917 | $11,568+63.5% | $10,007+89.0% | $11,429+65.5% |