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 | $47,116 | $49,177-4.2% | $79,467-40.7% | $64,173-26.6% |
| Participation rate | 97.4% | 65.0%+32.3pp | 73.3%+24.0pp | 69.6%+27.8pp |
| Annual return | -6.15% | -1.16%-5.0pp | 718.30%-724.5pp | 7.63%-13.8pp |
| Employer contribution / active EE | $8,846 | $2,076+326.1% | $2,800+215.9% | $2,381+271.6% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,234 | $3,839-67.9% | $5,104-75.8% | $4,887-74.8% |