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 | $34,112 | $92,684-63.2% | $82,706-58.8% | $134,509-74.6% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -17.81% | 945.84%-963.7pp | 701.76%-719.6pp | 418.13%-435.9pp |
| Employer contribution / active EE | $5,817 | $3,272+77.8% | $3,007+93.4% | $4,741+22.7% |
| Participant deferral / active EE | $9,026 | $4,800+88.0% | $4,394+105.4% | $6,400+41.0% |
| Admin fee / account holder | $2,870 | $5,982-52.0% | $5,329-46.1% | $11,427-74.9% |