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 | $56,068 | $90,617-38.1% | $79,476-29.5% | $135,382-58.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.27% | 977.57%-981.8pp | 718.21%-722.5pp | 519.77%-524.0pp |
| Employer contribution / active EE | $3,090 | $3,068+0.7% | $2,800+10.3% | $4,779-35.3% |
| Participant deferral / active EE | $3,708 | $4,050-8.5% | $3,704+0.1% | $5,609-33.9% |
| Admin fee / account holder | $2,555 | $5,907-56.7% | $5,113-50.0% | $10,829-76.4% |