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 | $74,626 | $97,761-23.7% | $83,850-11.0% | $135,382-44.9% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -6.13% | 1287.44%-1293.6pp | 850.92%-857.1pp | 519.77%-525.9pp |
| Employer contribution / active EE | $2,923 | $4,222-30.8% | $3,631-19.5% | $4,779-38.8% |
| Participant deferral / active EE | $9,797 | $4,682+109.2% | $4,082+140.0% | $5,609+74.7% |
| Admin fee / account holder | $6,041 | $6,674-9.5% | $5,478+10.3% | $10,829-44.2% |