Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $27,563 | $138,102-80.0% | $125,381-78.0% | $134,532-79.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.32% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $3,318 | $5,245-36.7% | $4,815-31.1% | $4,741-30.0% |
| Participant deferral / active EE | $6,407 | $7,801-17.9% | $7,448-14.0% | $6,401+0.1% |
| Admin fee / account holder | $3,471 | $11,568-70.0% | $10,007-65.3% | $11,429-69.6% |