Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $53,566 | $106,008-49.5% | $92,240-41.9% | $147,586-63.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,710 | $4,333-60.5% | $3,680-53.5% | $4,876-64.9% |
| Participant deferral / active EE | $2,333 | $4,478-47.9% | $3,897-40.1% | $5,439-57.1% |
| Admin fee / account holder | $771 | $6,333-87.8% | $5,194-85.1% | $10,886-92.9% |