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 | $46,949 | $138,072-66.0% | $123,549-62.0% | $135,382-65.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.09% | 153.69%-161.8pp | 119.20%-127.3pp | 519.77%-527.9pp |
| Employer contribution / active EE | $3,469 | $5,152-32.7% | $4,628-25.0% | $4,779-27.4% |
| Participant deferral / active EE | $5,972 | $6,799-12.2% | $6,426-7.1% | $5,609+6.5% |
| Admin fee / account holder | $4,622 | $10,917-57.7% | $9,284-50.2% | $10,829-57.3% |