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 | $92,396 | $160,059-42.3% | $140,019-34.0% | $135,379-31.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -7.95% | 911.44%-919.4pp | 651.15%-659.1pp | 519.79%-527.7pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,427 | $7,641-29.0% | $6,927-21.6% | $5,609-3.2% |
| Admin fee / account holder | $942 | $13,328-92.9% | $10,705-91.2% | $10,828-91.3% |