Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $57,815 | $138,078-58.1% | $125,363-53.9% | $134,509-57.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.73% | 750.49%-767.2pp | 572.15%-588.9pp | 418.13%-434.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,060 | $7,800+3.3% | $7,447+8.2% | $6,400+25.9% |
| Admin fee / account holder | $538 | $11,566-95.3% | $10,005-94.6% | $11,427-95.3% |