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 | $48,851 | $134,001-63.5% | $112,258-56.5% | $134,509-63.7% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -15.37% | 47.15%-62.5pp | 27.47%-42.8pp | 418.13%-433.5pp |
| Employer contribution / active EE | $3,249 | $4,039-19.6% | $3,636-10.6% | $4,741-31.5% |
| Participant deferral / active EE | $7,813 | $5,291+47.7% | $4,728+65.2% | $6,400+22.1% |
| Admin fee / account holder | $308 | $7,491-95.9% | $6,411-95.2% | $11,427-97.3% |