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 | $43,246 | $138,114-68.7% | $125,391-65.5% | $134,545-67.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -18.50% | 750.88%-769.4pp | 572.41%-590.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $1,911 | $5,246-63.6% | $4,816-60.3% | $4,742-59.7% |
| Participant deferral / active EE | $7,977 | $7,801+2.3% | $7,448+7.1% | $6,401+24.6% |
| Admin fee / account holder | $2,395 | $11,570-79.3% | $10,009-76.1% | $11,431-79.0% |