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 | $25,626 | $90,606-71.7% | $79,466-67.8% | $135,379-81.1% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 82.6%+11.8pp |
| Annual return | -6.79% | 977.69%-984.5pp | 718.28%-725.1pp | 519.79%-526.6pp |
| Employer contribution / active EE | $1,853 | $3,068-39.6% | $2,800-33.8% | $4,779-61.2% |
| Participant deferral / active EE | $6,719 | $4,050+65.9% | $3,704+81.4% | $5,609+19.8% |
| Admin fee / account holder | $889 | $5,895-84.9% | $5,104-82.6% | $10,828-91.8% |