Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $99,047 | $56,197+76.3% | $67,652+46.4% | $59,633+66.1% |
| Participation rate | 82.1% | 71.5%+10.7pp | 75.7%+6.5pp | 68.7%+13.5pp |
| Annual return | 0.00% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,631 | $1,615+1.0% | $2,266-28.0% | $2,203-26.0% |
| Participant deferral / active EE | $4,362 | $2,844+53.4% | $3,560+22.5% | $3,192+36.7% |
| Admin fee / account holder | $2,935 | $3,958-25.8% | $4,821-39.1% | $4,297-31.7% |