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 | $100,974 | $75,962+32.9% | $154,108-34.5% | $64,173+57.3% |
| Participation rate | 82.8% | 70.4%+12.3pp | 83.0%-0.3pp | 69.6%+13.2pp |
| Annual return | -3.18% | 30.32%-33.5pp | 735.21%-738.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,003 | $3,175+57.6% | $5,081-1.5% | $3,470+44.2% |
| Admin fee / account holder | $18,257 | $5,589+226.7% | $13,411+36.1% | $4,887+273.5% |