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 | $39,160 | $97,729-59.9% | $83,830-53.3% | $135,379-71.1% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | -7.62% | 1287.52%-1295.1pp | 850.97%-858.6pp | 519.79%-527.4pp |
| Employer contribution / active EE | $1,508 | $4,222-64.3% | $3,631-58.5% | $4,779-68.5% |
| Participant deferral / active EE | $1,658 | $4,683-64.6% | $4,082-59.4% | $5,609-70.4% |
| Admin fee / account holder | $2,387 | $6,674-64.2% | $5,479-56.4% | $10,828-78.0% |