Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $36,237 | $92,684-60.9% | $82,706-56.2% | $134,509-73.1% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -15.22% | 945.84%-961.1pp | 701.76%-717.0pp | 418.13%-433.3pp |
| Employer contribution / active EE | $2,732 | $3,272-16.5% | $3,007-9.2% | $4,741-42.4% |
| Participant deferral / active EE | $3,450 | $4,800-28.1% | $4,394-21.5% | $6,400-46.1% |
| Admin fee / account holder | $421 | $5,982-93.0% | $5,329-92.1% | $11,427-96.3% |