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 | $67,988 | $97,729-30.4% | $83,830-18.9% | $135,379-49.8% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -7.50% | 1287.52%-1295.0pp | 850.97%-858.5pp | 519.79%-527.3pp |
| Employer contribution / active EE | $2,849 | $4,222-32.5% | $3,631-21.5% | $4,779-40.4% |
| Participant deferral / active EE | $5,495 | $4,683+17.3% | $4,082+34.6% | $5,609-2.0% |
| Admin fee / account holder | $14,490 | $6,674+117.1% | $5,479+164.5% | $10,828+33.8% |