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 | $88,180 | $138,102-36.1% | $125,381-29.7% | $134,532-34.5% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.64% | 750.73%-770.4pp | 572.31%-591.9pp | 418.27%-437.9pp |
| Employer contribution / active EE | $1,292 | $5,245-75.4% | $4,815-73.2% | $4,741-72.8% |
| Participant deferral / active EE | $3,950 | $7,801-49.4% | $7,448-47.0% | $6,401-38.3% |
| Admin fee / account holder | $5,411 | $11,568-53.2% | $10,007-45.9% | $11,429-52.7% |