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 | $205,292 | $92,684+121.5% | $82,706+148.2% | $134,509+52.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -11.72% | 945.84%-957.6pp | 701.76%-713.5pp | 418.13%-429.9pp |
| Employer contribution / active EE | $24,983 | $3,272+663.6% | $3,007+730.7% | $4,741+427.0% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $10,800 | $5,982+80.6% | $5,329+102.7% | $11,427-5.5% |