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 | $52,345 | $88,596-40.9% | $70,098-25.3% | $134,509-61.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -12.65% | 442.67%-455.3pp | 190.76%-203.4pp | 418.13%-430.8pp |
| Employer contribution / active EE | $2,886 | $3,235-10.8% | $2,560+12.7% | $4,741-39.1% |
| Participant deferral / active EE | $6,445 | $4,772+35.1% | $3,849+67.4% | $6,400+0.7% |
| Admin fee / account holder | $842 | $10,441-91.9% | $6,266-86.6% | $11,427-92.6% |