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 | $47,044 | $138,076-65.9% | $123,553-61.9% | $135,380-65.3% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -2.39% | 153.70%-156.1pp | 119.21%-121.6pp | 519.81%-522.2pp |
| Employer contribution / active EE | $3,113 | $5,152-39.6% | $4,628-32.7% | $4,779-34.9% |
| Participant deferral / active EE | $10,238 | $6,800+50.6% | $6,426+59.3% | $5,609+82.5% |
| Admin fee / account holder | $100,487 | $10,917+820.5% | $9,284+982.3% | $10,828+828.0% |