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 | $62,033 | $92,684-33.1% | $82,706-25.0% | $134,509-53.9% |
| Participation rate | 81.3% | 75.2%+6.1pp | 72.6%+8.7pp | 81.2%0pp |
| Annual return | -11.16% | 945.84%-957.0pp | 701.76%-712.9pp | 418.13%-429.3pp |
| Employer contribution / active EE | $5,779 | $3,272+76.6% | $3,007+92.2% | $4,741+21.9% |
| Participant deferral / active EE | $9,596 | $4,800+99.9% | $4,394+118.4% | $6,400+49.9% |
| Admin fee / account holder | $2,691 | $5,982-55.0% | $5,329-49.5% | $11,427-76.4% |