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 | $116,026 | $138,076-16.0% | $123,553-6.1% | $135,380-14.3% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -6.12% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $1,453 | $5,152-71.8% | $4,628-68.6% | $4,779-69.6% |
| Participant deferral / active EE | $3,815 | $6,800-43.9% | $6,426-40.6% | $5,609-32.0% |
| Admin fee / account holder | $857 | $10,917-92.2% | $9,284-90.8% | $10,828-92.1% |