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 | $14,473 | $190,879-92.4% | $160,009-91.0% | $134,532-89.2% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.0%+14.3pp | 81.2%+11.1pp |
| Annual return | -17.63% | 552.63%-570.3pp | 408.85%-426.5pp | 418.27%-435.9pp |
| Employer contribution / active EE | $1,925 | $4,995-61.5% | $4,225-54.5% | $4,741-59.4% |
| Participant deferral / active EE | $5,772 | $6,924-16.6% | $6,183-6.7% | $6,401-9.8% |
| Admin fee / account holder | $2,902 | $10,495-72.4% | $8,715-66.7% | $11,429-74.6% |