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 | $62,477 | $99,644-37.3% | $86,438-27.7% | $134,532-53.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.68% | 6787.26%-6802.9pp | 4397.19%-4412.9pp | 418.27%-433.9pp |
| Employer contribution / active EE | $17,399 | $4,402+295.2% | $3,769+361.6% | $4,741+267.0% |
| Participant deferral / active EE | $10,391 | $7,247+43.4% | $6,952+49.5% | $6,401+62.3% |
| Admin fee / account holder | $79,268 | $8,375+846.5% | $6,733+1077.3% | $11,429+593.6% |