Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $90,806 | $167,362-45.7% | $143,799-36.9% | $134,532-32.5% |
| Participation rate | 70.6% | 84.8%-14.2pp | 80.3%-9.7pp | 81.2%-10.6pp |
| Annual return | -16.57% | 0.47%-17.0pp | -0.04%-16.5pp | 418.27%-434.8pp |
| Employer contribution / active EE | $1,829 | $5,620-67.5% | $4,952-63.1% | $4,741-61.4% |
| Participant deferral / active EE | $2,818 | $6,447-56.3% | $5,638-50.0% | $6,401-56.0% |
| Admin fee / account holder | $18,361 | $18,094+1.5% | $14,677+25.1% | $11,429+60.7% |