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 | $23,166 | $90,607-74.4% | $79,467-70.8% | $135,380-82.9% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -5.63% | 977.74%-983.4pp | 718.30%-723.9pp | 519.81%-525.4pp |
| Employer contribution / active EE | $2,404 | $3,068-21.6% | $2,800-14.2% | $4,779-49.7% |
| Participant deferral / active EE | $7,362 | $4,050+81.8% | $3,704+98.8% | $5,609+31.3% |
| Admin fee / account holder | $6,952 | $5,895+17.9% | $5,104+36.2% | $10,828-35.8% |