Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,706 | $134,001-82.3% | $112,258-78.9% | $134,509-82.4% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -18.80% | 47.15%-66.0pp | 27.47%-46.3pp | 418.13%-436.9pp |
| Employer contribution / active EE | $2,118 | $4,039-47.6% | $3,636-41.7% | $4,741-55.3% |
| Participant deferral / active EE | $3,494 | $5,291-34.0% | $4,728-26.1% | $6,400-45.4% |
| Admin fee / account holder | $1,836 | $7,491-75.5% | $6,411-71.4% | $11,427-83.9% |