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 | $26,826 | $39,798-32.6% | $67,704-60.4% | $59,633-55.0% |
| Participation rate | 98.9% | 57.4%+41.5pp | 67.5%+31.4pp | 68.7%+30.2pp |
| Annual return | 0.53% | 89.94%-89.4pp | 25.41%-24.9pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $6,857 | $1,393+392.3% | $2,559+167.9% | $2,203+211.3% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,377 | $3,212-26.0% | $4,255-44.1% | $4,297-44.7% |