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 | $49,872 | $100,938-50.6% | $90,461-44.9% | $158,982-68.6% |
| 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 | $2,361 | $3,691-36.0% | $3,264-27.7% | $4,763-50.4% |
| Participant deferral / active EE | $8,715 | $4,350+100.4% | $3,964+119.8% | $5,983+45.7% |
| Admin fee / account holder | $676 | $6,510-89.6% | $5,617-88.0% | $11,252-94.0% |