Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,031 | $190,879-89.5% | $160,009-87.5% | $134,532-85.1% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.0%+14.9pp | 81.2%+11.6pp |
| Annual return | -19.71% | 552.63%-572.3pp | 408.85%-428.6pp | 418.27%-438.0pp |
| Employer contribution / active EE | $2,534 | $4,995-49.3% | $4,225-40.0% | $4,741-46.5% |
| Participant deferral / active EE | $3,875 | $6,924-44.0% | $6,183-37.3% | $6,401-39.5% |
| Admin fee / account holder | $3,614 | $10,495-65.6% | $8,715-58.5% | $11,429-68.4% |