Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $71,162 | $82,674-13.9% | $125,363-43.2% | $68,495+3.9% |
| Participation rate | 95.0% | 75.0%+20.0pp | 82.4%+12.6pp | 67.9%+27.1pp |
| Annual return | -13.97% | -5.97%-8.0pp | 572.15%-586.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,958 | $6,111+46.6% | $7,447+20.3% | $4,028+122.4% |
| Admin fee / account holder | $3,202 | $6,276-49.0% | $10,005-68.0% | $5,403-40.7% |