Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $234,870 | $190,879+23.0% | $160,009+46.8% | $134,532+74.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.69% | 552.63%-565.3pp | 408.85%-421.5pp | 418.27%-431.0pp |
| Employer contribution / active EE | $2,693 | $4,995-46.1% | $4,225-36.3% | $4,741-43.2% |
| Participant deferral / active EE | $8,050 | $6,924+16.3% | $6,183+30.2% | $6,401+25.8% |
| Admin fee / account holder | $3,921 | $10,495-62.6% | $8,715-55.0% | $11,429-65.7% |