Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,182 | $138,068-86.8% | $125,358-85.5% | $134,493-86.5% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | -20.61% | 750.30%-770.9pp | 572.03%-592.6pp | 418.01%-438.6pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,029 | $7,799-61.2% | $7,447-59.3% | $6,400-52.7% |
| Admin fee / account holder | $2,319 | $11,568-80.0% | $10,007-76.8% | $11,425-79.7% |