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 | $22,918 | $138,075-83.4% | $123,552-81.5% | $135,379-83.1% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -8.07% | 153.70%-161.8pp | 119.20%-127.3pp | 519.79%-527.9pp |
| Employer contribution / active EE | $1,761 | $5,152-65.8% | $4,628-62.0% | $4,779-63.2% |
| Participant deferral / active EE | $5,612 | $6,800-17.5% | $6,426-12.7% | $5,609+0.1% |
| Admin fee / account holder | $461 | $10,917-95.8% | $9,285-95.0% | $10,828-95.7% |