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 | $46,958 | $138,114-66.0% | $125,391-62.6% | $134,545-65.1% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -16.65% | 750.88%-767.5pp | 572.41%-589.1pp | 418.37%-435.0pp |
| Employer contribution / active EE | $2,164 | $5,246-58.8% | $4,816-55.1% | $4,742-54.4% |
| Participant deferral / active EE | $3,239 | $7,801-58.5% | $7,448-56.5% | $6,401-49.4% |
| Admin fee / account holder | $921 | $11,570-92.0% | $10,009-90.8% | $11,431-91.9% |