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 | $71,019 | $95,917-26.0% | $79,583-10.8% | $134,545-47.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.75% | -2.70%-12.0pp | 0.16%-14.9pp | 418.37%-433.1pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,993 | $4,694+6.4% | $3,986+25.3% | $6,401-22.0% |
| Admin fee / account holder | $50,949 | $9,132+457.9% | $6,835+645.4% | $11,431+345.7% |