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 | $51,853 | $152,591-66.0% | $117,529-55.9% | $134,545-61.5% |
| Participation rate | 94.7% | 77.1%+17.6pp | 70.6%+24.1pp | 81.2%+13.5pp |
| Annual return | -13.66% | 53.04%-66.7pp | 29.77%-43.4pp | 418.37%-432.0pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,241 | $4,821+112.4% | $4,072+151.5% | $6,401+60.0% |
| Admin fee / account holder | $1,324 | $7,004-81.1% | $5,645-76.5% | $11,431-88.4% |