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 | $70,386 | $135,645-48.1% | $110,243-36.2% | $135,379-48.0% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -6.34% | 513.24%-519.6pp | 314.76%-321.1pp | 519.79%-526.1pp |
| Employer contribution / active EE | $1,991 | $4,907-59.4% | $3,827-48.0% | $4,779-58.3% |
| Participant deferral / active EE | $7,628 | $5,507+38.5% | $4,672+63.3% | $5,609+36.0% |
| Admin fee / account holder | $798 | $11,458-93.0% | $8,548-90.7% | $10,828-92.6% |