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 | $167,997 | $142,409+18.0% | $119,634+40.4% | $134,545+24.9% |
| Participation rate | 78.6% | 82.8%-4.3pp | 79.3%-0.7pp | 81.2%-2.7pp |
| Annual return | -18.76% | -12.46%-6.3pp | -14.98%-3.8pp | 418.37%-437.1pp |
| Employer contribution / active EE | $1,536 | $5,224-70.6% | $4,232-63.7% | $4,742-67.6% |
| Participant deferral / active EE | $4,379 | $6,468-32.3% | $5,601-21.8% | $6,401-31.6% |
| Admin fee / account holder | $7,343 | $13,594-46.0% | $10,329-28.9% | $11,431-35.8% |