Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $139,381 | $84,551+64.8% | $61,452+126.8% | $134,532+3.6% |
| Participation rate | 81.8% | 62.2%+19.6pp | 52.6%+29.2pp | 81.2%+0.6pp |
| Annual return | -19.73% | 585.39%-605.1pp | 338.96%-358.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $1,952 | $1,545+26.4% | $1,160+68.3% | $4,741-58.8% |
| Participant deferral / active EE | $6,448 | $2,818+128.8% | $2,125+203.5% | $6,401+0.7% |
| Admin fee / account holder | $1,340 | $2,587-48.2% | $2,131-37.1% | $11,429-88.3% |