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 | $72,392 | $138,114-47.6% | $125,391-42.3% | $134,545-46.2% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -6.80% | 750.88%-757.7pp | 572.41%-579.2pp | 418.37%-425.2pp |
| Employer contribution / active EE | $2,793 | $5,246-46.8% | $4,816-42.0% | $4,742-41.1% |
| Participant deferral / active EE | $5,698 | $7,801-27.0% | $7,448-23.5% | $6,401-11.0% |
| Admin fee / account holder | $130,463 | $11,570+1027.6% | $10,009+1203.5% | $11,431+1041.3% |