Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,970 | $89,364-63.1% | $141,177-76.6% | $72,983-54.8% |
| Participation rate | 90.4% | 75.1%+15.2pp | 82.5%+7.9pp | 69.5%+20.9pp |
| Annual return | 0.00% | 111.86%-111.9pp | 71.40%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,878 | $3,115-39.7% | $4,736-60.3% | $2,440-23.0% |
| Participant deferral / active EE | $3,146 | $5,419-41.9% | $6,710-53.1% | $3,608-12.8% |
| Admin fee / account holder | $315 | $5,959-94.7% | $10,263-96.9% | $5,124-93.9% |