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 | $35,805 | $99,668-64.1% | $86,451-58.6% | $134,545-73.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.19% | 6789.61%-6804.8pp | 4398.51%-4413.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $4,289 | $4,403-2.6% | $3,770+13.8% | $4,742-9.5% |
| Participant deferral / active EE | $8,127 | $7,249+12.1% | $6,953+16.9% | $6,401+27.0% |
| Admin fee / account holder | $7,478 | $8,377-10.7% | $6,734+11.0% | $11,431-34.6% |