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 | $39,803 | $180,459-77.9% | $154,108-74.2% | $135,380-70.6% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -5.05% | 888.21%-893.3pp | 735.21%-740.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $1,377 | $6,035-77.2% | $5,298-74.0% | $4,779-71.2% |
| Participant deferral / active EE | $2,414 | $5,806-58.4% | $5,081-52.5% | $5,609-57.0% |
| Admin fee / account holder | $15,245 | $16,145-5.6% | $13,411+13.7% | $10,828+40.8% |