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 | $30,748 | $180,466-83.0% | $154,114-80.0% | $135,382-77.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -1.65% | 888.15%-889.8pp | 735.16%-736.8pp | 519.77%-521.4pp |
| Employer contribution / active EE | $1,563 | $6,035-74.1% | $5,298-70.5% | $4,779-67.3% |
| Participant deferral / active EE | $4,207 | $5,806-27.5% | $5,081-17.2% | $5,609-25.0% |
| Admin fee / account holder | $819 | $16,144-94.9% | $13,411-93.9% | $10,829-92.4% |