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 | $36,388 | $138,078-73.6% | $125,363-71.0% | $134,509-72.9% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -10.31% | 750.49%-760.8pp | 572.15%-582.5pp | 418.13%-428.4pp |
| Employer contribution / active EE | $1,280 | $5,245-75.6% | $4,815-73.4% | $4,741-73.0% |
| Participant deferral / active EE | $2,575 | $7,800-67.0% | $7,447-65.4% | $6,400-59.8% |
| Admin fee / account holder | $11,924 | $11,566+3.1% | $10,005+19.2% | $11,427+4.4% |