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 | $52,687 | $138,076-61.8% | $123,553-57.4% | $135,380-61.1% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -4.36% | 153.70%-158.1pp | 119.21%-123.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $2,545 | $5,152-50.6% | $4,628-45.0% | $4,779-46.7% |
| Participant deferral / active EE | $4,563 | $6,800-32.9% | $6,426-29.0% | $5,609-18.6% |
| Admin fee / account holder | $9,044 | $10,917-17.2% | $9,284-2.6% | $10,828-16.5% |