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 | $12,205 | $100,938-87.9% | $90,461-86.5% | $158,982-92.3% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 0.00% | 1727.20%-1727.2pp | 1294.76%-1294.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,603 | $3,691-29.5% | $3,264-20.2% | $4,763-45.3% |
| Participant deferral / active EE | $6,933 | $4,350+59.4% | $3,964+74.9% | $5,983+15.9% |
| Admin fee / account holder | $704 | $6,510-89.2% | $5,617-87.5% | $11,252-93.7% |