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 | $108,876 | $90,607+20.2% | $79,467+37.0% | $135,380-19.6% |
| Participation rate | 95.5% | 76.0%+19.4pp | 73.3%+22.1pp | 82.6%+12.8pp |
| Annual return | -5.37% | 977.74%-983.1pp | 718.30%-723.7pp | 519.81%-525.2pp |
| Employer contribution / active EE | $9,091 | $3,068+196.3% | $2,800+224.6% | $4,779+90.2% |
| Participant deferral / active EE | $3,809 | $4,050-6.0% | $3,704+2.8% | $5,609-32.1% |
| Admin fee / account holder | $22,922 | $5,895+288.8% | $5,104+349.1% | $10,828+111.7% |