Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $88,825 | $77,638+14.4% | $156,551-43.3% | $62,881+41.3% |
| Participation rate | 78.0% | 71.2%+6.8pp | 84.0%-6.0pp | 69.3%+8.7pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,402 | $3,444-30.3% | $5,501-56.3% | $2,281+5.3% |
| Participant deferral / active EE | $6,403 | $3,046+110.3% | $4,871+31.5% | $3,203+99.9% |
| Admin fee / account holder | $509 | $5,561-90.8% | $13,028-96.1% | $4,296-88.1% |