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 | $37,176 | $92,743-59.9% | $82,744-55.1% | $134,532-72.4% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.3pp | 81.2%+9.7pp |
| Annual return | -12.33% | 946.63%-959.0pp | 702.22%-714.5pp | 418.27%-430.6pp |
| Employer contribution / active EE | $5,448 | $3,273+66.5% | $3,008+81.1% | $4,741+14.9% |
| Participant deferral / active EE | $4,427 | $4,802-7.8% | $4,395+0.7% | $6,401-30.8% |
| Admin fee / account holder | $344 | $5,977-94.2% | $5,325-93.5% | $11,429-97.0% |