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 | $15,655 | $92,743-83.1% | $82,744-81.1% | $134,532-88.4% |
| Participation rate | 95.5% | 75.2%+20.3pp | 72.6%+22.9pp | 81.2%+14.2pp |
| Annual return | -14.59% | 946.63%-961.2pp | 702.22%-716.8pp | 418.27%-432.9pp |
| Employer contribution / active EE | $1,770 | $3,273-45.9% | $3,008-41.1% | $4,741-62.7% |
| Participant deferral / active EE | $4,002 | $4,802-16.7% | $4,395-8.9% | $6,401-37.5% |
| Admin fee / account holder | $2,138 | $5,977-64.2% | $5,325-59.9% | $11,429-81.3% |