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 | $48,783 | $92,684-47.4% | $82,706-41.0% | $134,509-63.7% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -19.61% | 945.84%-965.5pp | 701.76%-721.4pp | 418.13%-437.7pp |
| Employer contribution / active EE | $2,353 | $3,272-28.1% | $3,007-21.8% | $4,741-50.4% |
| Participant deferral / active EE | $3,613 | $4,800-24.7% | $4,394-17.8% | $6,400-43.6% |
| Admin fee / account holder | $3,721 | $5,982-37.8% | $5,329-30.2% | $11,427-67.4% |