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 | $111,002 | $138,102-19.6% | $125,381-11.5% | $134,532-17.5% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -16.27% | 750.73%-767.0pp | 572.31%-588.6pp | 418.27%-434.5pp |
| Employer contribution / active EE | $3,689 | $5,245-29.7% | $4,815-23.4% | $4,741-22.2% |
| Participant deferral / active EE | $6,126 | $7,801-21.5% | $7,448-17.8% | $6,401-4.3% |
| Admin fee / account holder | $4,481 | $11,568-61.3% | $10,007-55.2% | $11,429-60.8% |