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 | $63,782 | $92,743-31.2% | $82,744-22.9% | $134,532-52.6% |
| Participation rate | 90.5% | 75.2%+15.3pp | 72.6%+17.9pp | 81.2%+9.2pp |
| Annual return | -15.95% | 946.63%-962.6pp | 702.22%-718.2pp | 418.27%-434.2pp |
| Employer contribution / active EE | $1,403 | $3,273-57.1% | $3,008-53.4% | $4,741-70.4% |
| Participant deferral / active EE | $3,604 | $4,802-24.9% | $4,395-18.0% | $6,401-43.7% |
| Admin fee / account holder | $2,521 | $5,977-57.8% | $5,325-52.6% | $11,429-77.9% |