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 | $56,991 | $82,674-31.1% | $125,363-54.5% | $68,495-16.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.84% | -5.97%-6.9pp | 572.15%-585.0pp | -7.84%-5.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,826 | $6,111-53.8% | $7,447-62.1% | $4,028-29.8% |
| Admin fee / account holder | $9,100 | $6,276+45.0% | $10,005-9.0% | $5,403+68.4% |