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 | $75,755 | $110,801-31.6% | $86,615-12.5% | $167,536-54.8% |
| Participation rate | 82.6% | 75.8%+6.8pp | 71.6%+11.0pp | 82.1%+0.5pp |
| Annual return | 0.00% | 116.96%-117.0pp | 63.51%-63.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $882 | $3,245-72.8% | $2,496-64.6% | $4,839-81.8% |
| Participant deferral / active EE | $1,957 | $4,547-56.9% | $3,699-47.1% | $6,342-69.1% |
| Admin fee / account holder | $3,327 | $8,417-60.5% | $5,830-42.9% | $12,315-73.0% |