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 | $38,106 | $138,076-72.4% | $123,553-69.2% | $135,380-71.9% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -6.00% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $2,539 | $5,152-50.7% | $4,628-45.1% | $4,779-46.9% |
| Participant deferral / active EE | $3,846 | $6,800-43.4% | $6,426-40.2% | $5,609-31.4% |
| Admin fee / account holder | $4,440 | $10,917-59.3% | $9,284-52.2% | $10,828-59.0% |