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 | $37,929 | $138,075-72.5% | $123,552-69.3% | $135,379-72.0% |
| Participation rate | 95.0% | 84.7%+10.3pp | 82.3%+12.7pp | 82.6%+12.4pp |
| Annual return | -4.93% | 153.70%-158.6pp | 119.20%-124.1pp | 519.79%-524.7pp |
| Employer contribution / active EE | $2,616 | $5,152-49.2% | $4,628-43.5% | $4,779-45.3% |
| Participant deferral / active EE | $4,222 | $6,800-37.9% | $6,426-34.3% | $5,609-24.7% |
| Admin fee / account holder | $17,189 | $10,917+57.5% | $9,285+85.1% | $10,828+58.8% |