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 | $72,389 | $168,636-57.1% | $147,618-51.0% | $125,388-42.3% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -3.10% | 77.65%-80.7pp | 61.98%-65.1pp | 282.24%-285.3pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,851 | $5,507-66.4% | $4,895-62.2% | $5,352-65.4% |
| Admin fee / account holder | $33,798 | $13,580+148.9% | $11,612+191.1% | $9,541+254.3% |