Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,224 | $138,102-79.6% | $125,381-77.5% | $134,532-79.0% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -4.18% | 750.73%-754.9pp | 572.31%-576.5pp | 418.27%-422.4pp |
| Employer contribution / active EE | $2,906 | $5,245-44.6% | $4,815-39.7% | $4,741-38.7% |
| Participant deferral / active EE | $6,267 | $7,801-19.7% | $7,448-15.8% | $6,401-2.1% |
| Admin fee / account holder | $46,046 | $11,568+298.0% | $10,007+360.1% | $11,429+302.9% |