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 | $69,354 | $82,163-15.6% | $125,363-44.7% | $64,814+7.0% |
| Participation rate | 95.7% | 77.9%+17.8pp | 82.4%+13.3pp | 71.5%+24.2pp |
| Annual return | 0.00% | 3.49%-3.5pp | 572.15%-572.1pp | 32.84%-32.8pp |
| Employer contribution / active EE | $6,124 | $3,616+69.4% | $4,815+27.2% | $2,507+144.3% |
| Participant deferral / active EE | $3,726 | $7,175-48.1% | $7,447-50.0% | $4,310-13.6% |
| Admin fee / account holder | $2,508 | $163+1436.5% | $10,005-74.9% | $188+1235.2% |