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 | $241,659 | $190,879+26.6% | $160,009+51.0% | $134,532+79.6% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.0%+14.9pp | 81.2%+11.6pp |
| Annual return | -13.90% | 552.63%-566.5pp | 408.85%-422.8pp | 418.27%-432.2pp |
| Employer contribution / active EE | $8,003 | $4,995+60.2% | $4,225+89.4% | $4,741+68.8% |
| Participant deferral / active EE | $10,083 | $6,924+45.6% | $6,183+63.1% | $6,401+57.5% |
| Admin fee / account holder | $16,961 | $10,495+61.6% | $8,715+94.6% | $11,429+48.4% |