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 | $69,682 | $138,075-49.5% | $123,552-43.6% | $135,379-48.5% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -7.05% | 153.70%-160.8pp | 119.20%-126.3pp | 519.79%-526.8pp |
| Employer contribution / active EE | $3,339 | $5,152-35.2% | $4,628-27.9% | $4,779-30.1% |
| Participant deferral / active EE | $11,761 | $6,800+73.0% | $6,426+83.0% | $5,609+109.7% |
| Admin fee / account holder | $2,144 | $10,917-80.4% | $9,285-76.9% | $10,828-80.2% |