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 | $44,312 | $82,630-46.4% | $64,105-30.9% | $125,388-64.7% |
| Participation rate | 88.9% | 75.9%+13.0pp | 68.2%+20.7pp | 83.2%+5.7pp |
| Annual return | -0.12% | 1489.72%-1489.8pp | 791.24%-791.4pp | 282.24%-282.4pp |
| Employer contribution / active EE | $1,667 | $2,671-37.6% | $1,820-8.4% | $4,866-65.7% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $574 | $6,382-91.0% | $4,499-87.2% | $9,541-94.0% |