Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $4,489 | $94,439-95.2% | $73,658-93.9% | $154,746-97.1% |
| Participation rate | 0.0% | 64.7%-64.7pp | 57.0%-57.0pp | 80.7%-80.7pp |
| Annual return | 10.07% | 28.25%-18.2pp | 29.72%-19.6pp | 172.34%-162.3pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $123,135 | $3,843+3104.2% | $3,357+3568.4% | $14,365+757.2% |