Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $160,914 | $105,861+52.0% | $90,756+77.3% | $134,509+19.6% |
| Participation rate | 92.3% | 78.2%+14.1pp | 75.7%+16.6pp | 81.2%+11.1pp |
| Annual return | -16.46% | -10.99%-5.5pp | -12.16%-4.3pp | 418.13%-434.6pp |
| Employer contribution / active EE | $2,967 | $3,463-14.3% | $2,922+1.6% | $4,741-37.4% |
| Participant deferral / active EE | $10,451 | $5,217+100.3% | $4,565+128.9% | $6,400+63.3% |
| Admin fee / account holder | $1,143 | $13,938-91.8% | $8,445-86.5% | $11,427-90.0% |