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 | $14,938 | $152,597-90.2% | $117,533-87.3% | $134,532-88.9% |
| Participation rate | 86.4% | 77.1%+9.3pp | 70.6%+15.8pp | 81.2%+5.1pp |
| Annual return | -12.59% | 53.04%-65.6pp | 29.77%-42.4pp | 418.27%-430.9pp |
| Employer contribution / active EE | $1,996 | $5,576-64.2% | $4,179-52.2% | $4,741-57.9% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $328 | $7,007-95.3% | $5,647-94.2% | $11,429-97.1% |