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 | $74,455 | $167,352-55.5% | $143,788-48.2% | $134,509-44.6% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -13.62% | 0.47%-14.1pp | -0.03%-13.6pp | 418.13%-431.8pp |
| Employer contribution / active EE | $3,137 | $5,620-44.2% | $4,952-36.6% | $4,741-33.8% |
| Participant deferral / active EE | $3,114 | $6,447-51.7% | $5,638-44.8% | $6,400-51.3% |
| Admin fee / account holder | $3,887 | $18,091-78.5% | $14,675-73.5% | $11,427-66.0% |