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 | $15,383 | $92,684-83.4% | $82,706-81.4% | $134,509-88.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | 0.00% | 945.84%-945.8pp | 701.76%-701.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $3,833 | $3,272+17.2% | $3,007+27.5% | $4,741-19.1% |
| Participant deferral / active EE | $7,122 | $4,800+48.4% | $4,394+62.1% | $6,400+11.3% |
| Admin fee / account holder | $566 | $5,982-90.5% | $5,329-89.4% | $11,427-95.1% |