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 | $62,626 | $138,102-54.7% | $125,381-50.1% | $134,532-53.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.68% | 750.73%-770.4pp | 572.31%-592.0pp | 418.27%-437.9pp |
| Employer contribution / active EE | $2,713 | $5,245-48.3% | $4,815-43.6% | $4,741-42.8% |
| Participant deferral / active EE | $8,048 | $7,801+3.2% | $7,448+8.1% | $6,401+25.7% |
| Admin fee / account holder | $5,673 | $11,568-51.0% | $10,007-43.3% | $11,429-50.4% |