Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,896 | $48,570-63.2% | $130,660-86.3% | $72,975-75.5% |
| Participation rate | 92.6% | 58.6%+34.0pp | 71.7%+20.8pp | 69.5%+23.1pp |
| Annual return | 0.00% | 38.63%-38.6pp | 1709.29%-1709.3pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,622 | $1,334+96.5% | $4,092-35.9% | $2,440+7.4% |
| Participant deferral / active EE | $7,411 | $2,384+210.9% | $3,603+105.7% | $3,608+105.4% |
| Admin fee / account holder | $2,578 | $3,549-27.4% | $5,463-52.8% | $5,124-49.7% |