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 | $90,425 | $75,962+19.0% | $154,108-41.3% | $64,173+40.9% |
| Participation rate | 75.9% | 70.4%+5.4pp | 83.0%-7.2pp | 69.6%+6.3pp |
| Annual return | -7.93% | 30.32%-38.2pp | 735.21%-743.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,718 | $3,175+48.6% | $5,081-7.1% | $3,470+36.0% |
| Admin fee / account holder | $6,493 | $5,589+16.2% | $13,411-51.6% | $4,887+32.8% |