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 | $88,010 | $167,353-47.4% | $143,797-38.8% | $134,545-34.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.03% | 0.48%-18.5pp | -0.04%-18.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $3,881 | $5,620-31.0% | $4,952-21.6% | $4,742-18.2% |
| Participant deferral / active EE | $7,703 | $6,447+19.5% | $5,638+36.6% | $6,401+20.3% |
| Admin fee / account holder | $3,993 | $18,096-77.9% | $14,679-72.8% | $11,431-65.1% |