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 | $173,542 | $138,114+25.7% | $125,391+38.4% | $134,545+29.0% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -15.92% | 750.88%-766.8pp | 572.41%-588.3pp | 418.37%-434.3pp |
| Employer contribution / active EE | $9,297 | $5,246+77.2% | $4,816+93.1% | $4,742+96.1% |
| Participant deferral / active EE | $6,689 | $7,801-14.3% | $7,448-10.2% | $6,401+4.5% |
| Admin fee / account holder | $2,011 | $11,570-82.6% | $10,009-79.9% | $11,431-82.4% |