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 | $20,680 | $190,916-89.2% | $160,037-87.1% | $134,545-84.6% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.0%+6.6pp | 81.2%+3.4pp |
| Annual return | -14.80% | 552.79%-567.6pp | 408.95%-423.8pp | 418.37%-433.2pp |
| Employer contribution / active EE | $2,393 | $4,996-52.1% | $4,226-43.4% | $4,742-49.5% |
| Participant deferral / active EE | $4,419 | $6,925-36.2% | $6,184-28.5% | $6,401-31.0% |
| Admin fee / account holder | $35,012 | $10,497+233.6% | $8,716+301.7% | $11,431+206.3% |