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 | $23,909 | $54,355-56.0% | $82,744-71.1% | $68,486-65.1% |
| Participation rate | 80.6% | 63.9%+16.6pp | 72.6%+8.0pp | 67.9%+12.7pp |
| Annual return | -16.53% | -13.67%-2.9pp | 702.22%-718.7pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,055 | $2,219-52.4% | $3,008-64.9% | $2,597-59.4% |
| Participant deferral / active EE | $2,627 | $3,246-19.1% | $4,395-40.2% | $4,028-34.8% |
| Admin fee / account holder | $539 | $4,397-87.7% | $5,325-89.9% | $5,404-90.0% |