Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,127 | $65,434-37.1% | $98,483-58.2% | $85,847-52.1% |
| Participation rate | 93.0% | 65.0%+28.0pp | 73.3%+19.7pp | 69.3%+23.7pp |
| Annual return | 0.00% | 21.75%-21.8pp | 1494.38%-1494.4pp | 318.61%-318.6pp |
| Employer contribution / active EE | $3,328 | $2,169+53.5% | $2,961+12.4% | $2,565+29.7% |
| Participant deferral / active EE | $5,671 | $3,168+79.0% | $4,276+32.6% | $3,952+43.5% |
| Admin fee / account holder | $2,153 | $4,595-53.1% | $5,953-63.8% | $6,261-65.6% |