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 | $56,996 | $138,076-58.7% | $123,553-53.9% | $135,380-57.9% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -8.17% | 153.70%-161.9pp | 119.21%-127.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $3,022 | $5,152-41.3% | $4,628-34.7% | $4,779-36.8% |
| Participant deferral / active EE | $7,871 | $6,800+15.8% | $6,426+22.5% | $5,609+40.3% |
| Admin fee / account holder | $627 | $10,917-94.3% | $9,284-93.2% | $10,828-94.2% |