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 | $21,254 | $95,915-77.8% | $79,580-73.3% | $134,532-84.2% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -14.60% | -2.71%-11.9pp | 0.15%-14.8pp | 418.27%-432.9pp |
| Employer contribution / active EE | $12,500 | $3,129+299.5% | $2,413+417.9% | $4,741+163.7% |
| Participant deferral / active EE | $4,094 | $4,693-12.8% | $3,985+2.7% | $6,401-36.0% |
| Admin fee / account holder | $521 | $9,132-94.3% | $6,835-92.4% | $11,429-95.4% |