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 | $41,759 | $138,072-69.8% | $123,549-66.2% | $135,382-69.2% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -7.77% | 153.69%-161.5pp | 119.20%-127.0pp | 519.77%-527.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,688 | $6,799-16.3% | $6,426-11.5% | $5,609+1.4% |
| Admin fee / account holder | $1,253 | $10,917-88.5% | $9,284-86.5% | $10,829-88.4% |