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 | $95,404 | $54,355+75.5% | $82,744+15.3% | $68,486+39.3% |
| Participation rate | 93.6% | 63.9%+29.7pp | 72.6%+21.1pp | 67.9%+25.7pp |
| Annual return | -14.33% | -13.67%-0.7pp | 702.22%-716.5pp | -7.85%-6.5pp |
| Employer contribution / active EE | $1,171 | $2,219-47.2% | $3,008-61.1% | $2,597-54.9% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,729 | $4,397+257.7% | $5,325+195.4% | $5,404+191.1% |