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 | $111,541 | $138,076-19.2% | $123,553-9.7% | $135,380-17.6% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -6.55% | 153.70%-160.3pp | 119.21%-125.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $1,555 | $5,152-69.8% | $4,628-66.4% | $4,779-67.5% |
| Participant deferral / active EE | $7,388 | $6,800+8.7% | $6,426+15.0% | $5,609+31.7% |
| Admin fee / account holder | $20,233 | $10,917+85.3% | $9,284+117.9% | $10,828+86.9% |