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 | $170,607 | $138,102+23.5% | $125,381+36.1% | $134,532+26.8% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -10.18% | 750.73%-760.9pp | 572.31%-582.5pp | 418.27%-428.4pp |
| Employer contribution / active EE | $3,531 | $5,245-32.7% | $4,815-26.7% | $4,741-25.5% |
| Participant deferral / active EE | $4,083 | $7,801-47.7% | $7,448-45.2% | $6,401-36.2% |
| Admin fee / account holder | $12,959 | $11,568+12.0% | $10,007+29.5% | $11,429+13.4% |