Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,853 | $92,766-77.5% | $82,763-74.8% | $134,545-84.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -17.84% | 946.97%-964.8pp | 702.45%-720.3pp | 418.37%-436.2pp |
| Employer contribution / active EE | $1,563 | $3,273-52.3% | $3,008-48.0% | $4,742-67.0% |
| Participant deferral / active EE | $6,363 | $4,802+32.5% | $4,395+44.8% | $6,401-0.6% |
| Admin fee / account holder | $1,954 | $5,978-67.3% | $5,325-63.3% | $11,431-82.9% |