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 | $186,574 | $138,102+35.1% | $125,381+48.8% | $134,532+38.7% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -13.85% | 750.73%-764.6pp | 572.31%-586.2pp | 418.27%-432.1pp |
| Employer contribution / active EE | $5,198 | $5,245-0.9% | $4,815+8.0% | $4,741+9.6% |
| Participant deferral / active EE | $7,876 | $7,801+1.0% | $7,448+5.8% | $6,401+23.0% |
| Admin fee / account holder | $12,877 | $11,568+11.3% | $10,007+28.7% | $11,429+12.7% |