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 | $38,294 | $135,639-71.8% | $110,241-65.3% | $135,382-71.7% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -4.42% | 513.21%-517.6pp | 314.75%-319.2pp | 519.77%-524.2pp |
| Employer contribution / active EE | $1,921 | $4,907-60.9% | $3,827-49.8% | $4,779-59.8% |
| Participant deferral / active EE | $3,461 | $5,507-37.2% | $4,672-25.9% | $5,609-38.3% |
| Admin fee / account holder | $19,365 | $11,457+69.0% | $8,548+126.6% | $10,829+78.8% |