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 | $27,393 | $90,607-69.8% | $79,467-65.5% | $135,380-79.8% |
| Participation rate | 95.2% | 76.0%+19.2pp | 73.3%+21.9pp | 82.6%+12.6pp |
| Annual return | -6.14% | 977.74%-983.9pp | 718.30%-724.4pp | 519.81%-525.9pp |
| Employer contribution / active EE | $1,588 | $3,068-48.2% | $2,800-43.3% | $4,779-66.8% |
| Participant deferral / active EE | $2,907 | $4,050-28.2% | $3,704-21.5% | $5,609-48.2% |
| Admin fee / account holder | $13,705 | $5,895+132.5% | $5,104+168.5% | $10,828+26.6% |