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 | $30,531 | $32,117-4.9% | $71,086-57.1% | $64,173-52.4% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -7.24% | -5.57%-1.7pp | 650.59%-657.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,365 | $712+91.7% | $1,088+25.5% | $2,381-42.7% |
| Participant deferral / active EE | $3,962 | $1,263+213.7% | $1,874+111.4% | $3,470+14.2% |
| Admin fee / account holder | $923 | $2,759-66.6% | $3,082-70.1% | $4,887-81.1% |