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 | $61,731 | $135,645-54.5% | $110,243-44.0% | $135,380-54.4% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.8%+6.8pp | 82.6%+4.0pp |
| Annual return | -3.96% | 513.24%-517.2pp | 314.76%-318.7pp | 519.81%-523.8pp |
| Employer contribution / active EE | $2,825 | $4,907-42.4% | $3,827-26.2% | $4,779-40.9% |
| Participant deferral / active EE | $6,233 | $5,507+13.2% | $4,672+33.4% | $5,609+11.1% |
| Admin fee / account holder | $31,413 | $11,458+174.2% | $8,548+267.5% | $10,828+190.1% |