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 | $137,642 | $75,962+81.2% | $154,108-10.7% | $64,173+114.5% |
| Participation rate | 97.2% | 70.4%+26.8pp | 83.0%+14.2pp | 69.6%+27.7pp |
| Annual return | -6.85% | 30.32%-37.2pp | 735.21%-742.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,046 | $3,175+121.9% | $5,081+38.7% | $3,470+103.1% |
| Admin fee / account holder | $2,140 | $5,589-61.7% | $13,411-84.0% | $4,887-56.2% |