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 | $61,762 | $138,102-55.3% | $125,381-50.7% | $134,532-54.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -8.93% | 750.73%-759.7pp | 572.31%-581.2pp | 418.27%-427.2pp |
| Employer contribution / active EE | $2,994 | $5,245-42.9% | $4,815-37.8% | $4,741-36.9% |
| Participant deferral / active EE | $3,571 | $7,801-54.2% | $7,448-52.1% | $6,401-44.2% |
| Admin fee / account holder | $4,812 | $11,568-58.4% | $10,007-51.9% | $11,429-57.9% |