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 | $71,113 | $92,766-23.3% | $82,763-14.1% | $134,545-47.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -15.43% | 946.97%-962.4pp | 702.45%-717.9pp | 418.37%-433.8pp |
| Employer contribution / active EE | $3,553 | $3,273+8.5% | $3,008+18.1% | $4,742-25.1% |
| Participant deferral / active EE | $12,896 | $4,802+168.5% | $4,395+193.4% | $6,401+101.5% |
| Admin fee / account holder | $1,383 | $5,978-76.9% | $5,325-74.0% | $11,431-87.9% |