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 | $56,344 | $138,072-59.2% | $123,549-54.4% | $135,382-58.4% |
| Participation rate | 76.5% | 84.7%-8.3pp | 82.3%-5.8pp | 82.6%-6.2pp |
| Annual return | -7.03% | 153.69%-160.7pp | 119.20%-126.2pp | 519.77%-526.8pp |
| Employer contribution / active EE | $4,706 | $5,152-8.7% | $4,628+1.7% | $4,779-1.5% |
| Participant deferral / active EE | $2,578 | $6,799-62.1% | $6,426-59.9% | $5,609-54.0% |
| Admin fee / account holder | $3,064 | $10,917-71.9% | $9,284-67.0% | $10,829-71.7% |