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 | $88,964 | $97,761-9.0% | $83,850+6.1% | $135,382-34.3% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -3.12% | 1287.44%-1290.6pp | 850.92%-854.0pp | 519.77%-522.9pp |
| Employer contribution / active EE | $2,431 | $4,222-42.4% | $3,631-33.1% | $4,779-49.1% |
| Participant deferral / active EE | $5,494 | $4,682+17.3% | $4,082+34.6% | $5,609-2.0% |
| Admin fee / account holder | $29,778 | $6,674+346.2% | $5,478+443.5% | $10,829+175.0% |