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 | $9,473 | $67,352-85.9% | $60,899-84.4% | $134,509-93.0% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -13.86% | 49.99%-63.9pp | 16.92%-30.8pp | 418.13%-432.0pp |
| Employer contribution / active EE | $1,321 | $3,098-57.3% | $2,702-51.1% | $4,741-72.1% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $972 | $4,585-78.8% | $3,225-69.9% | $11,427-91.5% |