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 | $64,369 | $97,729-34.1% | $83,830-23.2% | $135,379-52.5% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -2.96% | 1287.52%-1290.5pp | 850.97%-853.9pp | 519.79%-522.7pp |
| Employer contribution / active EE | $2,939 | $4,222-30.4% | $3,631-19.1% | $4,779-38.5% |
| Participant deferral / active EE | $4,370 | $4,683-6.7% | $4,082+7.1% | $5,609-22.1% |
| Admin fee / account holder | $583 | $6,674-91.3% | $5,479-89.4% | $10,828-94.6% |