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 | $65,213 | $90,320-27.8% | $59,496+9.6% | $125,389-48.0% |
| Participation rate | 82.4% | 68.3%+14.1pp | 54.6%+27.8pp | 83.2%-0.8pp |
| Annual return | -1.81% | 369.13%-370.9pp | 182.05%-183.9pp | 282.24%-284.1pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,140 | $2,716-21.2% | $1,829+17.0% | $5,352-60.0% |
| Admin fee / account holder | $762 | $3,063-75.1% | $2,232-65.9% | $9,541-92.0% |