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 | $15,322 | $97,729-84.3% | $83,830-81.7% | $135,379-88.7% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | -8.85% | 1287.52%-1296.4pp | 850.97%-859.8pp | 519.79%-528.6pp |
| Employer contribution / active EE | $1,191 | $4,222-71.8% | $3,631-67.2% | $4,779-75.1% |
| Participant deferral / active EE | $1,640 | $4,683-65.0% | $4,082-59.8% | $5,609-70.8% |
| Admin fee / account holder | $1,718 | $6,674-74.3% | $5,479-68.6% | $10,828-84.1% |