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 | $77,171 | $90,607-14.8% | $79,467-2.9% | $135,380-43.0% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -5.17% | 977.74%-982.9pp | 718.30%-723.5pp | 519.81%-525.0pp |
| Employer contribution / active EE | $3,056 | $3,068-0.4% | $2,800+9.1% | $4,779-36.1% |
| Participant deferral / active EE | $8,496 | $4,050+109.8% | $3,704+129.4% | $5,609+51.5% |
| Admin fee / account holder | $5,217 | $5,895-11.5% | $5,104+2.2% | $10,828-51.8% |