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 | $57,115 | $138,102-58.6% | $125,381-54.4% | $134,532-57.5% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -15.59% | 750.73%-766.3pp | 572.31%-587.9pp | 418.27%-433.9pp |
| Employer contribution / active EE | $2,299 | $5,245-56.2% | $4,815-52.2% | $4,741-51.5% |
| Participant deferral / active EE | $6,017 | $7,801-22.9% | $7,448-19.2% | $6,401-6.0% |
| Admin fee / account holder | $2,421 | $11,568-79.1% | $10,007-75.8% | $11,429-78.8% |