Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $43,048 | $167,362-74.3% | $143,799-70.1% | $134,532-68.0% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -17.71% | 0.47%-18.2pp | -0.04%-17.7pp | 418.27%-436.0pp |
| Employer contribution / active EE | $1,511 | $5,620-73.1% | $4,952-69.5% | $4,741-68.1% |
| Participant deferral / active EE | $2,661 | $6,447-58.7% | $5,638-52.8% | $6,401-58.4% |
| Admin fee / account holder | $3,170 | $18,094-82.5% | $14,677-78.4% | $11,429-72.3% |