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 | $37,333 | $90,607-58.8% | $79,467-53.0% | $135,380-72.4% |
| Participation rate | 94.7% | 76.0%+18.7pp | 73.3%+21.4pp | 82.6%+12.1pp |
| Annual return | -6.10% | 977.74%-983.8pp | 718.30%-724.4pp | 519.81%-525.9pp |
| Employer contribution / active EE | $2,008 | $3,068-34.5% | $2,800-28.3% | $4,779-58.0% |
| Participant deferral / active EE | $4,559 | $4,050+12.5% | $3,704+23.1% | $5,609-18.7% |
| Admin fee / account holder | $4,921 | $5,895-16.5% | $5,104-3.6% | $10,828-54.6% |