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 | $31,301 | $138,102-77.3% | $125,381-75.0% | $134,532-76.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.62% | 750.73%-767.3pp | 572.31%-588.9pp | 418.27%-434.9pp |
| Employer contribution / active EE | $12,851 | $5,245+145.0% | $4,815+166.9% | $4,741+171.1% |
| Participant deferral / active EE | $10,012 | $7,801+28.3% | $7,448+34.4% | $6,401+56.4% |
| Admin fee / account holder | $8,912 | $11,568-23.0% | $10,007-10.9% | $11,429-22.0% |