Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $37,462 | $138,102-72.9% | $125,381-70.1% | $134,532-72.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -20.30% | 750.73%-771.0pp | 572.31%-592.6pp | 418.27%-438.6pp |
| Employer contribution / active EE | $2,967 | $5,245-43.4% | $4,815-38.4% | $4,741-37.4% |
| Participant deferral / active EE | $4,846 | $7,801-37.9% | $7,448-34.9% | $6,401-24.3% |
| Admin fee / account holder | $2,595 | $11,568-77.6% | $10,007-74.1% | $11,429-77.3% |