Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,751 | $110,551-83.0% | $80,741-76.8% | $167,536-88.8% |
| Participation rate | 70.6% | 64.0%+6.6pp | 54.2%+16.4pp | 82.1%-11.5pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,584 | $1,543+2.7% | $1,160+36.6% | $4,839-67.3% |
| Participant deferral / active EE | $3,411 | $2,870+18.8% | $2,145+59.0% | $6,342-46.2% |
| Admin fee / account holder | $913 | $4,547-79.9% | $3,380-73.0% | $12,315-92.6% |