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 | $24,063 | $138,076-82.6% | $123,553-80.5% | $135,380-82.2% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -4.93% | 153.70%-158.6pp | 119.21%-124.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $9,088 | $5,152+76.4% | $4,628+96.4% | $4,779+90.2% |
| Participant deferral / active EE | $18,341 | $6,800+169.7% | $6,426+185.4% | $5,609+227.0% |
| Admin fee / account holder | $1,641 | $10,917-85.0% | $9,284-82.3% | $10,828-84.8% |