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 | $71,043 | $138,076-48.5% | $123,553-42.5% | $135,380-47.5% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -7.76% | 153.70%-161.5pp | 119.21%-127.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,898 | $6,800+30.9% | $6,426+38.5% | $5,609+58.6% |
| Admin fee / account holder | $19,769 | $10,917+81.1% | $9,284+112.9% | $10,828+82.6% |