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 | $65,053 | $167,353-61.1% | $143,797-54.8% | $134,545-51.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -18.21% | 0.48%-18.7pp | -0.04%-18.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $2,659 | $5,620-52.7% | $4,952-46.3% | $4,742-43.9% |
| Participant deferral / active EE | $6,016 | $6,447-6.7% | $5,638+6.7% | $6,401-6.0% |
| Admin fee / account holder | $68,531 | $18,096+278.7% | $14,679+366.9% | $11,431+499.5% |