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 | $60,871 | $48,274+26.1% | $63,244-3.8% | $59,633+2.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -2.54% | -240.79%+238.2pp | -70.31%+67.8pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $4,004 | $1,586+152.4% | $2,322+72.4% | $2,203+81.8% |
| Participant deferral / active EE | $4,480 | $2,343+91.2% | $2,953+51.7% | $3,192+40.4% |
| Admin fee / account holder | $5,098 | $3,600+41.6% | $5,893-13.5% | $4,297+18.6% |