Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,050 | $104,106-75.9% | $71,086-64.8% | $135,382-81.5% |
| Participation rate | 80.0% | 65.7%+14.3pp | 54.7%+25.3pp | 82.6%-2.6pp |
| Annual return | -8.11% | 1256.30%-1264.4pp | 650.59%-658.7pp | 519.77%-527.9pp |
| Employer contribution / active EE | $1,065 | $1,485-28.3% | $1,088-2.1% | $4,779-77.7% |
| Participant deferral / active EE | $5,623 | $2,527+122.5% | $1,874+200.0% | $5,609+0.2% |
| Admin fee / account holder | $534 | $4,142-87.1% | $3,082-82.7% | $10,829-95.1% |