Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $49,635 | $138,102-64.1% | $125,381-60.4% | $134,532-63.1% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -20.58% | 750.73%-771.3pp | 572.31%-592.9pp | 418.27%-438.9pp |
| Employer contribution / active EE | $1,486 | $5,245-71.7% | $4,815-69.1% | $4,741-68.7% |
| Participant deferral / active EE | $7,970 | $7,801+2.2% | $7,448+7.0% | $6,401+24.5% |
| Admin fee / account holder | $368 | $11,568-96.8% | $10,007-96.3% | $11,429-96.8% |