Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,080 | $97,729-64.1% | $83,830-58.2% | $135,379-74.1% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -5.11% | 1287.52%-1292.6pp | 850.97%-856.1pp | 519.79%-524.9pp |
| Employer contribution / active EE | $2,981 | $4,222-29.4% | $3,631-17.9% | $4,779-37.6% |
| Participant deferral / active EE | $5,565 | $4,683+18.9% | $4,082+36.3% | $5,609-0.8% |
| Admin fee / account holder | $3,097 | $6,674-53.6% | $5,479-43.5% | $10,828-71.4% |