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 | $39,375 | $97,761-59.7% | $83,850-53.0% | $135,382-70.9% |
| Participation rate | 95.5% | 80.0%+15.5pp | 76.1%+19.3pp | 82.6%+12.8pp |
| Annual return | -4.10% | 1287.44%-1291.5pp | 850.92%-855.0pp | 519.77%-523.9pp |
| Employer contribution / active EE | $1,340 | $4,222-68.3% | $3,631-63.1% | $4,779-72.0% |
| Participant deferral / active EE | $3,390 | $4,682-27.6% | $4,082-16.9% | $5,609-39.6% |
| Admin fee / account holder | $14,739 | $6,674+120.8% | $5,478+169.0% | $10,829+36.1% |