Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,903 | $92,684-61.3% | $82,706-56.6% | $134,509-73.3% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -17.24% | 945.84%-963.1pp | 701.76%-719.0pp | 418.13%-435.4pp |
| Employer contribution / active EE | $3,013 | $3,272-7.9% | $3,007+0.2% | $4,741-36.4% |
| Participant deferral / active EE | $4,741 | $4,800-1.2% | $4,394+7.9% | $6,400-25.9% |
| Admin fee / account holder | $1,986 | $5,982-66.8% | $5,329-62.7% | $11,427-82.6% |