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 | $30,798 | $90,607-66.0% | $79,467-61.2% | $135,380-77.3% |
| Participation rate | 73.3% | 76.0%-2.7pp | 73.3%0pp | 82.6%-9.3pp |
| Annual return | -8.18% | 977.74%-985.9pp | 718.30%-726.5pp | 519.81%-528.0pp |
| Employer contribution / active EE | $1,720 | $3,068-43.9% | $2,800-38.6% | $4,779-64.0% |
| Participant deferral / active EE | $3,570 | $4,050-11.9% | $3,704-3.6% | $5,609-36.4% |
| Admin fee / account holder | $2,367 | $5,895-59.8% | $5,104-53.6% | $10,828-78.1% |