Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,401 | $158,852-79.6% | $121,220-73.3% | $135,380-76.1% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.8%+3.2pp | 82.6%-7.6pp |
| Annual return | -3.69% | -0.64%-3.1pp | 16.94%-20.6pp | 519.81%-523.5pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,269 | $4,006-68.3% | $3,345-62.1% | $5,609-77.4% |
| Admin fee / account holder | $4,506 | $6,515-30.8% | $5,021-10.2% | $10,828-58.4% |