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 | $55,288 | $75,832-27.1% | $147,617-62.5% | $59,633-7.3% |
| Participation rate | 97.1% | 71.6%+25.6pp | 84.6%+12.5pp | 68.7%+28.5pp |
| Annual return | -0.64% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $5,511 | $3,485+58.1% | $5,564-1.0% | $2,203+150.2% |
| Participant deferral / active EE | $3,925 | $3,131+25.4% | $4,895-19.8% | $3,192+23.0% |
| Admin fee / account holder | $2,128 | $5,986-64.4% | $11,612-81.7% | $4,297-50.5% |