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 | $17,114 | $138,102-87.6% | $125,381-86.4% | $134,532-87.3% |
| Participation rate | 86.4% | 84.5%+1.9pp | 82.4%+4.0pp | 81.2%+5.1pp |
| Annual return | -19.12% | 750.73%-769.8pp | 572.31%-591.4pp | 418.27%-437.4pp |
| Employer contribution / active EE | $2,759 | $5,245-47.4% | $4,815-42.7% | $4,741-41.8% |
| Participant deferral / active EE | $9,119 | $7,801+16.9% | $7,448+22.4% | $6,401+42.5% |
| Admin fee / account holder | $2,481 | $11,568-78.6% | $10,007-75.2% | $11,429-78.3% |