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 | $176,531 | $138,102+27.8% | $125,381+40.8% | $134,532+31.2% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -14.08% | 750.73%-764.8pp | 572.31%-586.4pp | 418.27%-432.3pp |
| Employer contribution / active EE | $15,893 | $5,245+203.0% | $4,815+230.0% | $4,741+235.2% |
| Participant deferral / active EE | $10,098 | $7,801+29.4% | $7,448+35.6% | $6,401+57.8% |
| Admin fee / account holder | $35,543 | $11,568+207.3% | $10,007+255.2% | $11,429+211.0% |