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 | $45,079 | $92,743-51.4% | $82,744-45.5% | $134,532-66.5% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -18.62% | 946.63%-965.3pp | 702.22%-720.8pp | 418.27%-436.9pp |
| Employer contribution / active EE | $2,965 | $3,273-9.4% | $3,008-1.4% | $4,741-37.5% |
| Participant deferral / active EE | $4,218 | $4,802-12.2% | $4,395-4.0% | $6,401-34.1% |
| Admin fee / account holder | $10,657 | $5,977+78.3% | $5,325+100.1% | $11,429-6.8% |