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 | $29,753 | $127,386-76.6% | $115,037-74.1% | $125,388-76.3% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -2.41% | 31.28%-33.7pp | 26.14%-28.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,822 | $6,423-9.4% | $6,026-3.4% | $5,352+8.8% |
| Admin fee / account holder | $2,908 | $9,516-69.4% | $8,175-64.4% | $9,541-69.5% |