Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,953 | $92,766-76.3% | $82,763-73.5% | $134,545-83.7% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -18.35% | 946.97%-965.3pp | 702.45%-720.8pp | 418.37%-436.7pp |
| Employer contribution / active EE | $4,410 | $3,273+34.7% | $3,008+46.6% | $4,742-7.0% |
| Participant deferral / active EE | $6,982 | $4,802+45.4% | $4,395+58.9% | $6,401+9.1% |
| Admin fee / account holder | $5,967 | $5,978-0.2% | $5,325+12.1% | $11,431-47.8% |