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 | $11,208 | $90,606-87.6% | $79,466-85.9% | $135,379-91.7% |
| Participation rate | 93.8% | 76.0%+17.7pp | 73.3%+20.4pp | 82.6%+11.1pp |
| Annual return | -2.81% | 977.69%-980.5pp | 718.28%-721.1pp | 519.79%-522.6pp |
| Employer contribution / active EE | $3,282 | $3,068+7.0% | $2,800+17.2% | $4,779-31.3% |
| Participant deferral / active EE | $2,692 | $4,050-33.5% | $3,704-27.3% | $5,609-52.0% |
| Admin fee / account holder | $1,277 | $5,895-78.3% | $5,104-75.0% | $10,828-88.2% |