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 | $66,059 | $135,645-51.3% | $110,243-40.1% | $135,380-51.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.04% | 513.24%-517.3pp | 314.76%-318.8pp | 519.81%-523.8pp |
| Employer contribution / active EE | $2,457 | $4,907-49.9% | $3,827-35.8% | $4,779-48.6% |
| Participant deferral / active EE | $7,236 | $5,507+31.4% | $4,672+54.9% | $5,609+29.0% |
| Admin fee / account holder | $1,502 | $11,458-86.9% | $8,548-82.4% | $10,828-86.1% |