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 | $38,542 | $135,645-71.6% | $110,243-65.0% | $135,379-71.5% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.8%+13.5pp | 82.6%+10.7pp |
| Annual return | -6.60% | 513.24%-519.8pp | 314.76%-321.4pp | 519.79%-526.4pp |
| Employer contribution / active EE | $2,322 | $4,907-52.7% | $3,827-39.3% | $4,779-51.4% |
| Participant deferral / active EE | $4,981 | $5,507-9.6% | $4,672+6.6% | $5,609-11.2% |
| Admin fee / account holder | $2,545 | $11,458-77.8% | $8,548-70.2% | $10,828-76.5% |