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 | $63,492 | $138,114-54.0% | $125,391-49.4% | $134,545-52.8% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+10.9pp | 81.2%+12.1pp |
| Annual return | -19.09% | 750.88%-770.0pp | 572.41%-591.5pp | 418.37%-437.5pp |
| Employer contribution / active EE | $2,485 | $5,246-52.6% | $4,816-48.4% | $4,742-47.6% |
| Participant deferral / active EE | $5,825 | $7,801-25.3% | $7,448-21.8% | $6,401-9.0% |
| Admin fee / account holder | $18,616 | $11,570+60.9% | $10,009+86.0% | $11,431+62.9% |