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 | $54,558 | $190,916-71.4% | $160,037-65.9% | $134,545-59.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -12.93% | 552.79%-565.7pp | 408.95%-421.9pp | 418.37%-431.3pp |
| Employer contribution / active EE | $2,121 | $4,996-57.5% | $4,226-49.8% | $4,742-55.3% |
| Participant deferral / active EE | $8,483 | $6,925+22.5% | $6,184+37.2% | $6,401+32.5% |
| Admin fee / account holder | $2,718 | $10,497-74.1% | $8,716-68.8% | $11,431-76.2% |