Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,548 | $138,114-77.9% | $125,391-75.6% | $134,545-77.3% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -12.65% | 750.88%-763.5pp | 572.41%-585.1pp | 418.37%-431.0pp |
| Employer contribution / active EE | $4,896 | $5,246-6.7% | $4,816+1.7% | $4,742+3.3% |
| Participant deferral / active EE | $9,977 | $7,801+27.9% | $7,448+34.0% | $6,401+55.9% |
| Admin fee / account holder | $377 | $11,570-96.7% | $10,009-96.2% | $11,431-96.7% |