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 | $58,809 | $90,606-35.1% | $79,466-26.0% | $135,379-56.6% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -7.31% | 977.69%-985.0pp | 718.28%-725.6pp | 519.79%-527.1pp |
| Employer contribution / active EE | $3,079 | $3,068+0.4% | $2,800+9.9% | $4,779-35.6% |
| Participant deferral / active EE | $2,282 | $4,050-43.7% | $3,704-38.4% | $5,609-59.3% |
| Admin fee / account holder | $18,460 | $5,895+213.1% | $5,104+261.7% | $10,828+70.5% |