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 | $106,598 | $54,370+96.1% | $82,763+28.8% | $68,490+55.6% |
| Participation rate | 84.0% | 63.9%+20.1pp | 72.6%+11.4pp | 67.9%+16.1pp |
| Annual return | -9.49% | -13.67%+4.2pp | 702.45%-711.9pp | -7.85%-1.6pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,319 | $3,247-59.4% | $4,395-70.0% | $4,028-67.2% |
| Admin fee / account holder | $1,550 | $4,398-64.8% | $5,325-70.9% | $5,403-71.3% |