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 | $80,035 | $138,078-42.0% | $125,363-36.2% | $134,509-40.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.34% | 750.49%-764.8pp | 572.15%-586.5pp | 418.13%-432.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $19,289 | $7,800+147.3% | $7,447+159.0% | $6,400+201.4% |
| Admin fee / account holder | $24,355 | $11,566+110.6% | $10,005+143.4% | $11,427+113.1% |