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 | $66,402 | $90,606-26.7% | $79,466-16.4% | $135,379-51.0% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -9.28% | 977.69%-987.0pp | 718.28%-727.6pp | 519.79%-529.1pp |
| Employer contribution / active EE | $2,796 | $3,068-8.9% | $2,800-0.2% | $4,779-41.5% |
| Participant deferral / active EE | $1,673 | $4,050-58.7% | $3,704-54.8% | $5,609-70.2% |
| Admin fee / account holder | $3,583 | $5,895-39.2% | $5,104-29.8% | $10,828-66.9% |