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 | $44,920 | $167,362-73.2% | $143,799-68.8% | $134,532-66.6% |
| Participation rate | 89.5% | 84.8%+4.7pp | 80.3%+9.2pp | 81.2%+8.2pp |
| Annual return | -9.23% | 0.47%-9.7pp | -0.04%-9.2pp | 418.27%-427.5pp |
| Employer contribution / active EE | $4,046 | $5,620-28.0% | $4,952-18.3% | $4,741-14.7% |
| Participant deferral / active EE | $4,393 | $6,447-31.9% | $5,638-22.1% | $6,401-31.4% |
| Admin fee / account holder | $1,708 | $18,094-90.6% | $14,677-88.4% | $11,429-85.1% |