Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,655 | $133,981-75.6% | $112,249-70.9% | $134,532-75.7% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -19.94% | 47.16%-67.1pp | 27.48%-47.4pp | 418.27%-438.2pp |
| Employer contribution / active EE | $4,261 | $4,040+5.5% | $3,636+17.2% | $4,741-10.1% |
| Participant deferral / active EE | $5,282 | $5,292-0.2% | $4,729+11.7% | $6,401-17.5% |
| Admin fee / account holder | $5,330 | $7,492-28.9% | $6,412-16.9% | $11,429-53.4% |