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 | $79,432 | $54,370+46.1% | $82,763-4.0% | $68,490+16.0% |
| Participation rate | 77.4% | 63.9%+13.5pp | 72.6%+4.9pp | 67.9%+9.5pp |
| Annual return | -13.60% | -13.67%+0.1pp | 702.45%-716.0pp | -7.85%-5.7pp |
| Employer contribution / active EE | $1,732 | $2,219-21.9% | $3,008-42.4% | $2,597-33.3% |
| Participant deferral / active EE | $1,846 | $3,247-43.2% | $4,395-58.0% | $4,028-54.2% |
| Admin fee / account holder | $2,386 | $4,398-45.8% | $5,325-55.2% | $5,403-55.8% |