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 | $58,376 | $138,078-57.7% | $125,363-53.4% | $134,509-56.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.29% | 750.49%-767.8pp | 572.15%-589.4pp | 418.13%-435.4pp |
| Employer contribution / active EE | $1,990 | $5,245-62.1% | $4,815-58.7% | $4,741-58.0% |
| Participant deferral / active EE | $5,530 | $7,800-29.1% | $7,447-25.7% | $6,400-13.6% |
| Admin fee / account holder | $18,927 | $11,566+63.6% | $10,005+89.2% | $11,427+65.6% |