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 | $57,376 | $82,678-30.6% | $125,391-54.2% | $68,490-16.2% |
| Participation rate | 95.1% | 75.1%+20.1pp | 82.4%+12.7pp | 67.9%+27.2pp |
| Annual return | -6.80% | -5.97%-0.8pp | 572.41%-579.2pp | -7.85%+1.1pp |
| Employer contribution / active EE | $11,375 | $3,382+236.3% | $4,816+136.2% | $2,597+338.1% |
| Participant deferral / active EE | $16,079 | $6,111+163.1% | $7,448+115.9% | $4,028+299.2% |
| Admin fee / account holder | $558 | $6,277-91.1% | $10,009-94.4% | $5,403-89.7% |