Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,321 | $84,464-96.1% | $61,399-94.6% | $134,509-97.5% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -18.04% | 585.06%-603.1pp | 338.81%-356.8pp | 418.13%-436.2pp |
| Employer contribution / active EE | $503 | $1,545-67.5% | $1,159-56.6% | $4,741-89.4% |
| Participant deferral / active EE | $1,012 | $2,818-64.1% | $2,124-52.4% | $6,400-84.2% |
| Admin fee / account holder | $399 | $2,587-84.6% | $2,131-81.3% | $11,427-96.5% |