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 | $103,180 | $67,396+53.1% | $60,919+69.4% | $134,545-23.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -11.13% | 50.12%-61.2pp | 16.96%-28.1pp | 418.37%-429.5pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $9,480 | $4,534+109.1% | $3,814+148.5% | $6,401+48.1% |
| Admin fee / account holder | $2,666 | $4,590-41.9% | $3,228-17.4% | $11,431-76.7% |