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 | $85,036 | $138,076-38.4% | $123,553-31.2% | $135,380-37.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.01% | 153.70%-161.7pp | 119.21%-127.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $1,987 | $5,152-61.4% | $4,628-57.1% | $4,779-58.4% |
| Participant deferral / active EE | $3,867 | $6,800-43.1% | $6,426-39.8% | $5,609-31.1% |
| Admin fee / account holder | $1,616 | $10,917-85.2% | $9,284-82.6% | $10,828-85.1% |