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 | $40,451 | $92,743-56.4% | $82,744-51.1% | $134,532-69.9% |
| Participation rate | 76.2% | 75.2%+1.0pp | 72.6%+3.6pp | 81.2%-5.0pp |
| Annual return | -18.87% | 946.63%-965.5pp | 702.22%-721.1pp | 418.27%-437.1pp |
| Employer contribution / active EE | $504 | $3,273-84.6% | $3,008-83.2% | $4,741-89.4% |
| Participant deferral / active EE | $3,657 | $4,802-23.8% | $4,395-16.8% | $6,401-42.9% |
| Admin fee / account holder | $1,232 | $5,977-79.4% | $5,325-76.9% | $11,429-89.2% |