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 | $49,765 | $91,537-45.6% | $130,045-61.7% | $75,173-33.8% |
| Participation rate | 89.1% | 71.5%+17.7pp | 78.5%+10.6pp | 67.2%+21.9pp |
| Annual return | 50.74% | -631.55%+682.3pp | -137.30%+188.0pp | 160.72%-110.0pp |
| Employer contribution / active EE | $2,339 | $2,845-17.8% | $4,321-45.9% | $2,671-12.4% |
| Participant deferral / active EE | $5,322 | $4,343+22.6% | $5,820-8.6% | $4,126+29.0% |
| Admin fee / account holder | $21,556 | $6,780+217.9% | $10,600+103.4% | $5,651+281.5% |