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 | $49,798 | $138,102-63.9% | $125,381-60.3% | $134,532-63.0% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -15.12% | 750.73%-765.8pp | 572.31%-587.4pp | 418.27%-433.4pp |
| Employer contribution / active EE | $3,526 | $5,245-32.8% | $4,815-26.8% | $4,741-25.6% |
| Participant deferral / active EE | $9,838 | $7,801+26.1% | $7,448+32.1% | $6,401+53.7% |
| Admin fee / account holder | $68,790 | $11,568+494.7% | $10,007+587.4% | $11,429+501.9% |