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 | $61,841 | $92,219-32.9% | $76,767-19.4% | $135,380-54.3% |
| Participation rate | 78.9% | 79.8%-0.8pp | 77.0%+2.0pp | 82.6%-3.7pp |
| Annual return | -8.21% | 5.46%-13.7pp | 2.43%-10.6pp | 519.81%-528.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,828 | $4,508+95.8% | $3,852+129.2% | $5,609+57.4% |
| Admin fee / account holder | $2,090 | $10,749-80.6% | $6,675-68.7% | $10,828-80.7% |