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 | $89,295 | $82,630+8.1% | $64,105+39.3% | $125,389-28.8% |
| Participation rate | 81.8% | 75.9%+6.0pp | 68.2%+13.6pp | 83.2%-1.4pp |
| Annual return | -1.10% | 1489.72%-1490.8pp | 791.24%-792.3pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,256 | $3,608+45.7% | $2,822+86.3% | $5,352-1.8% |
| Admin fee / account holder | $4,275 | $6,382-33.0% | $4,499-5.0% | $9,541-55.2% |