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 | $70,257 | $138,102-49.1% | $125,381-44.0% | $134,532-47.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.16% | 750.73%-766.9pp | 572.31%-588.5pp | 418.27%-434.4pp |
| Employer contribution / active EE | $2,499 | $5,245-52.4% | $4,815-48.1% | $4,741-47.3% |
| Participant deferral / active EE | $3,595 | $7,801-53.9% | $7,448-51.7% | $6,401-43.8% |
| Admin fee / account holder | $4,267 | $11,568-63.1% | $10,007-57.4% | $11,429-62.7% |