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 | $101,696 | $92,684+9.7% | $82,706+23.0% | $134,509-24.4% |
| Participation rate | 87.0% | 75.2%+11.8pp | 72.6%+14.4pp | 81.2%+5.7pp |
| Annual return | -17.13% | 945.84%-963.0pp | 701.76%-718.9pp | 418.13%-435.3pp |
| Employer contribution / active EE | $1,104 | $3,272-66.2% | $3,007-63.3% | $4,741-76.7% |
| Participant deferral / active EE | $6,081 | $4,800+26.7% | $4,394+38.4% | $6,400-5.0% |
| Admin fee / account holder | $3,318 | $5,982-44.5% | $5,329-37.7% | $11,427-71.0% |