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 | $41,422 | $97,732-57.6% | $83,831-50.6% | $135,380-69.4% |
| Participation rate | 86.7% | 80.0%+6.7pp | 76.1%+10.5pp | 82.6%+4.0pp |
| Annual return | -7.57% | 1287.56%-1295.1pp | 850.99%-858.6pp | 519.81%-527.4pp |
| Employer contribution / active EE | $1,872 | $4,222-55.7% | $3,631-48.4% | $4,779-60.8% |
| Participant deferral / active EE | $1,292 | $4,683-72.4% | $4,082-68.3% | $5,609-77.0% |
| Admin fee / account holder | $4,661 | $6,675-30.2% | $5,479-14.9% | $10,828-57.0% |