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 | $40,358 | $92,743-56.5% | $82,744-51.2% | $134,532-70.0% |
| Participation rate | 93.8% | 75.2%+18.5pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -13.19% | 946.63%-959.8pp | 702.22%-715.4pp | 418.27%-431.5pp |
| Employer contribution / active EE | $2,094 | $3,273-36.0% | $3,008-30.4% | $4,741-55.8% |
| Participant deferral / active EE | $3,426 | $4,802-28.7% | $4,395-22.0% | $6,401-46.5% |
| Admin fee / account holder | $15,338 | $5,977+156.6% | $5,325+188.0% | $11,429+34.2% |