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 | $71,143 | $107,353-33.7% | $92,903-23.4% | $152,885-53.5% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.5%-12.5pp |
| Annual return | 0.00% | 145.62%-145.6pp | 109.43%-109.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,483 | $4,222-64.9% | $3,653-59.4% | $4,763-68.9% |
| Participant deferral / active EE | $2,957 | $4,848-39.0% | $4,238-30.2% | $5,851-49.5% |
| Admin fee / account holder | $695 | $7,081-90.2% | $5,795-88.0% | $11,598-94.0% |