Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $62,633 | $89,370-29.9% | $141,197-55.6% | $72,976-14.2% |
| Participation rate | 97.8% | 75.1%+22.6pp | 82.5%+15.3pp | 69.5%+28.3pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $9,575 | $3,115+207.4% | $4,736+102.2% | $2,440+292.4% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $903 | $5,957-84.8% | $10,265-91.2% | $5,124-82.4% |