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 | $39,432 | $138,075-71.4% | $123,552-68.1% | $135,379-70.9% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -0.59% | 153.70%-154.3pp | 119.20%-119.8pp | 519.79%-520.4pp |
| Employer contribution / active EE | $2,165 | $5,152-58.0% | $4,628-53.2% | $4,779-54.7% |
| Participant deferral / active EE | $3,542 | $6,800-47.9% | $6,426-44.9% | $5,609-36.9% |
| Admin fee / account holder | $1,088 | $10,917-90.0% | $9,285-88.3% | $10,828-90.0% |