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 | $51,730 | $133,981-61.4% | $112,249-53.9% | $134,532-61.5% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -15.88% | 47.16%-63.0pp | 27.48%-43.4pp | 418.27%-434.1pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,021 | $5,292-24.0% | $4,729-15.0% | $6,401-37.2% |
| Admin fee / account holder | $504 | $7,492-93.3% | $6,412-92.1% | $11,429-95.6% |