Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $20,688 | $82,674-75.0% | $125,363-83.5% | $68,495-69.8% |
| Participation rate | 94.0% | 75.0%+19.0pp | 82.4%+11.6pp | 67.9%+26.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.15%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $4,512 | $3,382+33.4% | $4,815-6.3% | $2,596+73.8% |
| Participant deferral / active EE | $10,549 | $6,111+72.6% | $7,447+41.7% | $4,028+161.9% |
| Admin fee / account holder | $610 | $6,276-90.3% | $10,005-93.9% | $5,403-88.7% |