Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,835 | $106,557-88.0% | $91,227-85.9% | $134,545-90.5% |
| Participation rate | 70.0% | 76.8%-6.8pp | 73.2%-3.2pp | 81.2%-11.2pp |
| Annual return | -10.14% | 160.81%-171.0pp | 114.14%-124.3pp | 418.37%-428.5pp |
| Employer contribution / active EE | $1,945 | $3,332-41.6% | $2,851-31.8% | $4,742-59.0% |
| Participant deferral / active EE | $4,911 | $4,719+4.1% | $4,234+16.0% | $6,401-23.3% |
| Admin fee / account holder | $47,005 | $6,235+653.9% | $5,423+766.8% | $11,431+311.2% |