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 | $62,596 | $138,078-54.7% | $125,363-50.1% | $134,509-53.5% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.49% | 750.49%-767.0pp | 572.15%-588.6pp | 418.13%-434.6pp |
| Employer contribution / active EE | $4,057 | $5,245-22.7% | $4,815-15.7% | $4,741-14.4% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,275 | $11,566-80.3% | $10,005-77.3% | $11,427-80.1% |