Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $73,092 | $138,102-47.1% | $125,381-41.7% | $134,532-45.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -14.88% | 750.73%-765.6pp | 572.31%-587.2pp | 418.27%-433.1pp |
| Employer contribution / active EE | $3,497 | $5,245-33.3% | $4,815-27.4% | $4,741-26.2% |
| Participant deferral / active EE | $8,015 | $7,801+2.8% | $7,448+7.6% | $6,401+25.2% |
| Admin fee / account holder | $27,651 | $11,568+139.0% | $10,007+176.3% | $11,429+141.9% |