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 | $95,552 | $142,409-32.9% | $119,634-20.1% | $134,545-29.0% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -16.73% | -12.46%-4.3pp | -14.98%-1.8pp | 418.37%-435.1pp |
| Employer contribution / active EE | $4,237 | $5,224-18.9% | $4,232+0.1% | $4,742-10.6% |
| Participant deferral / active EE | $8,580 | $6,468+32.6% | $5,601+53.2% | $6,401+34.0% |
| Admin fee / account holder | $5,763 | $13,594-57.6% | $10,329-44.2% | $11,431-49.6% |