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 | $61,478 | $88,585-30.6% | $69,884-12.0% | $134,532-54.3% |
| Participation rate | 76.5% | 74.9%+1.6pp | 70.5%+6.0pp | 81.2%-4.8pp |
| Annual return | -19.38% | 442.80%-462.2pp | 190.81%-210.2pp | 418.27%-437.6pp |
| Employer contribution / active EE | $4,186 | $3,235+29.4% | $2,560+63.5% | $4,741-11.7% |
| Participant deferral / active EE | $5,036 | $4,770+5.6% | $3,848+30.9% | $6,401-21.3% |
| Admin fee / account holder | $53,682 | $10,441+414.2% | $6,266+756.7% | $11,429+369.7% |