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 | $152,444 | $180,459-15.5% | $154,108-1.1% | $135,380+12.6% |
| Participation rate | 90.5% | 87.4%+3.1pp | 83.0%+7.4pp | 82.6%+7.8pp |
| Annual return | -5.61% | 888.21%-893.8pp | 735.21%-740.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $4,882 | $6,035-19.1% | $5,298-7.8% | $4,779+2.2% |
| Participant deferral / active EE | $7,034 | $5,806+21.1% | $5,081+38.4% | $5,609+25.4% |
| Admin fee / account holder | $14,234 | $16,145-11.8% | $13,411+6.1% | $10,828+31.5% |