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 | $13,171 | $96,630-86.4% | $86,605-84.8% | $139,427-90.6% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 0.00% | 106.48%-106.5pp | 591.39%-591.4pp | 373.27%-373.3pp |
| Employer contribution / active EE | $2,512 | $3,264-23.0% | $3,023-16.9% | $4,752-47.1% |
| Participant deferral / active EE | $3,342 | $4,836-30.9% | $4,438-24.7% | $6,711-50.2% |
| Admin fee / account holder | $413 | $6,405-93.5% | $5,611-92.6% | $11,404-96.4% |