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 | $38,156 | $138,114-72.4% | $125,391-69.6% | $134,545-71.6% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -17.16% | 750.88%-768.0pp | 572.41%-589.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $6,062 | $5,246+15.6% | $4,816+25.9% | $4,742+27.9% |
| Participant deferral / active EE | $3,345 | $7,801-57.1% | $7,448-55.1% | $6,401-47.7% |
| Admin fee / account holder | $2,105 | $11,570-81.8% | $10,009-79.0% | $11,431-81.6% |