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 | $79,851 | $167,353-52.3% | $143,797-44.5% | $134,545-40.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -15.22% | 0.48%-15.7pp | -0.04%-15.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $3,967 | $5,620-29.4% | $4,952-19.9% | $4,742-16.3% |
| Participant deferral / active EE | $7,534 | $6,447+16.9% | $5,638+33.6% | $6,401+17.7% |
| Admin fee / account holder | $19,134 | $18,096+5.7% | $14,679+30.4% | $11,431+67.4% |