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 | $62,451 | $138,075-54.8% | $123,552-49.5% | $135,379-53.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -2.31% | 153.70%-156.0pp | 119.20%-121.5pp | 519.79%-522.1pp |
| Employer contribution / active EE | $1,545 | $5,152-70.0% | $4,628-66.6% | $4,779-67.7% |
| Participant deferral / active EE | $5,405 | $6,800-20.5% | $6,426-15.9% | $5,609-3.6% |
| Admin fee / account holder | $1,463 | $10,917-86.6% | $9,285-84.2% | $10,828-86.5% |