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 | $74,451 | $92,766-19.7% | $82,763-10.0% | $134,545-44.7% |
| Participation rate | 82.4% | 75.2%+7.2pp | 72.6%+9.8pp | 81.2%+1.1pp |
| Annual return | -15.97% | 946.97%-962.9pp | 702.45%-718.4pp | 418.37%-434.3pp |
| Employer contribution / active EE | $5,076 | $3,273+55.1% | $3,008+68.7% | $4,742+7.1% |
| Participant deferral / active EE | $10,298 | $4,802+114.4% | $4,395+134.3% | $6,401+60.9% |
| Admin fee / account holder | $20,682 | $5,978+246.0% | $5,325+288.4% | $11,431+80.9% |