Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $75,894 | $148,582-48.9% | $135,942-44.2% | $139,456-45.6% |
| Participation rate | 81.0% | 83.9%-2.9pp | 81.9%-1.0pp | 80.3%+0.6pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $2,849 | $5,245-45.7% | $4,858-41.3% | $4,753-40.1% |
| Participant deferral / active EE | $8,449 | $8,101+4.3% | $7,759+8.9% | $6,711+25.9% |
| Admin fee / account holder | $372 | $12,402-97.0% | $10,764-96.5% | $11,407-96.7% |