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 | $73,527 | $91,911-20.0% | $68,612+7.2% | $135,380-45.7% |
| Participation rate | 75.0% | 76.7%-1.7pp | 72.2%+2.8pp | 82.6%-7.6pp |
| Annual return | -6.99% | -8.22%+1.2pp | -4.63%-2.4pp | 519.81%-526.8pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,519 | $4,315-41.6% | $3,311-23.9% | $5,609-55.1% |
| Admin fee / account holder | $3,119 | $9,240-66.2% | $5,131-39.2% | $10,828-71.2% |