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 | $57,865 | $138,078-58.1% | $125,363-53.8% | $134,509-57.0% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -19.73% | 750.49%-770.2pp | 572.15%-591.9pp | 418.13%-437.9pp |
| Employer contribution / active EE | $3,322 | $5,245-36.7% | $4,815-31.0% | $4,741-29.9% |
| Participant deferral / active EE | $6,677 | $7,800-14.4% | $7,447-10.3% | $6,400+4.3% |
| Admin fee / account holder | $659 | $11,566-94.3% | $10,005-93.4% | $11,427-94.2% |