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 | $70,646 | $92,684-23.8% | $82,706-14.6% | $134,509-47.5% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | -17.28% | 945.84%-963.1pp | 701.76%-719.0pp | 418.13%-435.4pp |
| Employer contribution / active EE | $2,863 | $3,272-12.5% | $3,007-4.8% | $4,741-39.6% |
| Participant deferral / active EE | $6,606 | $4,800+37.6% | $4,394+50.4% | $6,400+3.2% |
| Admin fee / account holder | $8,934 | $5,982+49.3% | $5,329+67.7% | $11,427-21.8% |