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 | $83,756 | $97,732-14.3% | $83,831-0.1% | $135,380-38.1% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -6.97% | 1287.56%-1294.5pp | 850.99%-858.0pp | 519.81%-526.8pp |
| Employer contribution / active EE | $7,143 | $4,222+69.2% | $3,631+96.7% | $4,779+49.5% |
| Participant deferral / active EE | $2,114 | $4,683-54.8% | $4,082-48.2% | $5,609-62.3% |
| Admin fee / account holder | $22,717 | $6,675+240.4% | $5,479+314.6% | $10,828+109.8% |