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 | $28,076 | $52,519-46.5% | $155,789-82.0% | $59,633-52.9% |
| Participation rate | 96.7% | 61.7%+35.0pp | 76.1%+20.6pp | 68.7%+28.0pp |
| Annual return | -0.05% | 53.51%-53.6pp | 71.54%-71.6pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $4,200 | $1,589+164.3% | $3,839+9.4% | $2,203+90.7% |
| Participant deferral / active EE | $2,069 | $3,084-32.9% | $4,798-56.9% | $3,192-35.2% |
| Admin fee / account holder | $1,672 | $3,540-52.8% | $7,477-77.6% | $4,297-61.1% |