Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $52,860 | $138,102-61.7% | $125,381-57.8% | $134,532-60.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -20.53% | 750.73%-771.3pp | 572.31%-592.8pp | 418.27%-438.8pp |
| Employer contribution / active EE | $1,785 | $5,245-66.0% | $4,815-62.9% | $4,741-62.4% |
| Participant deferral / active EE | $6,163 | $7,801-21.0% | $7,448-17.3% | $6,401-3.7% |
| Admin fee / account holder | $782 | $11,568-93.2% | $10,007-92.2% | $11,429-93.2% |