Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $50,921 | $142,392-64.2% | $119,622-57.4% | $134,532-62.1% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -8.20% | -12.46%+4.3pp | -14.98%+6.8pp | 418.27%-426.5pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,741 | $6,467+66.1% | $5,601+91.8% | $6,401+67.8% |
| Admin fee / account holder | $8,804 | $13,593-35.2% | $10,328-14.8% | $11,429-23.0% |