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 | $50,752 | $138,075-63.2% | $123,552-58.9% | $135,379-62.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.75% | 153.70%-160.5pp | 119.20%-126.0pp | 519.79%-526.5pp |
| Employer contribution / active EE | $1,213 | $5,152-76.5% | $4,628-73.8% | $4,779-74.6% |
| Participant deferral / active EE | $6,414 | $6,800-5.7% | $6,426-0.2% | $5,609+14.4% |
| Admin fee / account holder | $323 | $10,917-97.0% | $9,285-96.5% | $10,828-97.0% |