Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,383 | $106,549-76.2% | $91,225-72.2% | $134,509-81.1% |
| Participation rate | 73.7% | 76.8%-3.1pp | 73.2%+0.5pp | 81.2%-7.5pp |
| Annual return | -9.93% | 160.73%-170.7pp | 114.10%-124.0pp | 418.13%-428.1pp |
| Employer contribution / active EE | $1,265 | $3,331-62.0% | $2,851-55.6% | $4,741-73.3% |
| Participant deferral / active EE | $2,365 | $4,719-49.9% | $4,234-44.2% | $6,400-63.1% |
| Admin fee / account holder | $679 | $6,234-89.1% | $5,422-87.5% | $11,427-94.1% |