Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,348 | $99,668-80.6% | $86,451-77.6% | $134,545-85.6% |
| Participation rate | 73.7% | 82.1%-8.4pp | 80.3%-6.6pp | 81.2%-7.5pp |
| Annual return | -4.72% | 6789.61%-6794.3pp | 4398.51%-4403.2pp | 418.37%-423.1pp |
| Employer contribution / active EE | $1,822 | $4,403-58.6% | $3,770-51.7% | $4,742-61.6% |
| Participant deferral / active EE | $5,731 | $7,249-20.9% | $6,953-17.6% | $6,401-10.5% |
| Admin fee / account holder | $3,078 | $8,377-63.3% | $6,734-54.3% | $11,431-73.1% |