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 | $39,201 | $138,114-71.6% | $125,391-68.7% | $134,545-70.9% |
| Participation rate | 95.2% | 84.5%+10.7pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -18.43% | 750.88%-769.3pp | 572.41%-590.8pp | 418.37%-436.8pp |
| Employer contribution / active EE | $3,485 | $5,246-33.6% | $4,816-27.6% | $4,742-26.5% |
| Participant deferral / active EE | $8,556 | $7,801+9.7% | $7,448+14.9% | $6,401+33.7% |
| Admin fee / account holder | $2,277 | $11,570-80.3% | $10,009-77.2% | $11,431-80.1% |