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 | $42,966 | $44,850-4.2% | $60,547-29.0% | $59,633-27.9% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | -1.65% | 1074.14%-1075.8pp | 335.64%-337.3pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $14,804 | $1,462+912.7% | $2,419+511.9% | $2,203+572.1% |
| Participant deferral / active EE | $2,228 | $2,230-0.1% | $3,328-33.0% | $3,192-30.2% |
| Admin fee / account holder | $2,802 | $3,635-22.9% | $4,536-38.2% | $4,297-34.8% |