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 | $10,449 | $90,607-88.5% | $79,467-86.9% | $135,380-92.3% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -2.61% | 977.74%-980.3pp | 718.30%-720.9pp | 519.81%-522.4pp |
| Employer contribution / active EE | $525 | $3,068-82.9% | $2,800-81.2% | $4,779-89.0% |
| Participant deferral / active EE | $2,660 | $4,050-34.3% | $3,704-28.2% | $5,609-52.6% |
| Admin fee / account holder | $3,906 | $5,895-33.7% | $5,104-23.5% | $10,828-63.9% |