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 | $139,144 | $92,743+50.0% | $82,744+68.2% | $134,532+3.4% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.3pp | 81.2%+9.7pp |
| Annual return | -16.35% | 946.63%-963.0pp | 702.22%-718.6pp | 418.27%-434.6pp |
| Employer contribution / active EE | $3,071 | $3,273-6.1% | $3,008+2.1% | $4,741-35.2% |
| Participant deferral / active EE | $9,420 | $4,802+96.2% | $4,395+114.4% | $6,401+47.2% |
| Admin fee / account holder | $15,330 | $5,977+156.5% | $5,325+187.9% | $11,429+34.1% |