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 | $46,182 | $190,916-75.8% | $160,037-71.1% | $134,545-65.7% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.0%-7.4pp | 81.2%-10.6pp |
| Annual return | -5.53% | 552.79%-558.3pp | 408.95%-414.5pp | 418.37%-423.9pp |
| Employer contribution / active EE | $2,078 | $4,996-58.4% | $4,226-50.8% | $4,742-56.2% |
| Participant deferral / active EE | $5,518 | $6,925-20.3% | $6,184-10.8% | $6,401-13.8% |
| Admin fee / account holder | $8,136 | $10,497-22.5% | $8,716-6.7% | $11,431-28.8% |