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 | $166,650 | $138,102+20.7% | $125,381+32.9% | $134,532+23.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -15.11% | 750.73%-765.8pp | 572.31%-587.4pp | 418.27%-433.4pp |
| Employer contribution / active EE | $8,627 | $5,245+64.5% | $4,815+79.2% | $4,741+82.0% |
| Participant deferral / active EE | $4,622 | $7,801-40.7% | $7,448-37.9% | $6,401-27.8% |
| Admin fee / account holder | $601 | $11,568-94.8% | $10,007-94.0% | $11,429-94.7% |