Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $85,922 | $82,674+3.9% | $125,363-31.5% | $68,495+25.4% |
| Participation rate | 97.0% | 75.0%+21.9pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -17.25% | -5.97%-11.3pp | 572.15%-589.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,100 | $6,111-0.2% | $7,447-18.1% | $4,028+51.5% |
| Admin fee / account holder | $5,891 | $6,276-6.1% | $10,005-41.1% | $5,403+9.0% |