Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $65,860 | $108,922-39.5% | $100,398-34.4% | $145,978-54.9% |
| Participation rate | 88.2% | 83.0%+5.3pp | 81.5%+6.7pp | 80.3%+7.9pp |
| Annual return | 0.00% | 58.04%-58.0pp | 49.32%-49.3pp | 550.52%-550.5pp |
| Employer contribution / active EE | $3,998 | $4,426-9.7% | $3,946+1.3% | $4,662-14.2% |
| Participant deferral / active EE | $9,314 | $8,450+10.2% | $8,084+15.2% | $6,690+39.2% |
| Admin fee / account holder | $539 | $9,680-94.4% | $7,893-93.2% | $13,400-96.0% |