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 | $138,078-54.6% | $125,363-50.0% | $134,509-53.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.68% | 750.49%-770.2pp | 572.15%-591.8pp | 418.13%-437.8pp |
| Employer contribution / active EE | $2,713 | $5,245-48.3% | $4,815-43.6% | $4,741-42.8% |
| Participant deferral / active EE | $8,048 | $7,800+3.2% | $7,447+8.1% | $6,400+25.7% |
| Admin fee / account holder | $5,673 | $11,566-50.9% | $10,005-43.3% | $11,427-50.4% |