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 | $17,036 | $82,324-79.3% | $68,803-75.2% | $134,545-87.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -16.07% | -2.17%-13.9pp | -6.37%-9.7pp | 418.37%-434.4pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,672 | $4,740-64.7% | $3,942-57.6% | $6,401-73.9% |
| Admin fee / account holder | $372 | $6,485-94.3% | $4,936-92.5% | $11,431-96.7% |