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 | $28,198 | $190,916-85.2% | $160,037-82.4% | $134,545-79.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.31% | 552.79%-573.1pp | 408.95%-429.3pp | 418.37%-438.7pp |
| Employer contribution / active EE | $1,715 | $4,996-65.7% | $4,226-59.4% | $4,742-63.8% |
| Participant deferral / active EE | $3,503 | $6,925-49.4% | $6,184-43.3% | $6,401-45.3% |
| Admin fee / account holder | $394 | $10,497-96.2% | $8,716-95.5% | $11,431-96.5% |