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 | $190,397 | $92,743+105.3% | $82,744+130.1% | $134,532+41.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -6.73% | 946.63%-953.4pp | 702.22%-708.9pp | 418.27%-425.0pp |
| Employer contribution / active EE | $6,333 | $3,273+93.5% | $3,008+110.5% | $4,741+33.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $29,899 | $5,977+400.2% | $5,325+461.5% | $11,429+161.6% |