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 | $80,182 | $92,743-13.5% | $82,744-3.1% | $134,532-40.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.36% | 946.63%-962.0pp | 702.22%-717.6pp | 418.27%-433.6pp |
| Employer contribution / active EE | $3,785 | $3,273+15.7% | $3,008+25.8% | $4,741-20.2% |
| Participant deferral / active EE | $5,732 | $4,802+19.4% | $4,395+30.4% | $6,401-10.4% |
| Admin fee / account holder | $8,354 | $5,977+39.8% | $5,325+56.9% | $11,429-26.9% |