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 | $100,649 | $167,362-39.9% | $143,799-30.0% | $134,532-25.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -13.21% | 0.47%-13.7pp | -0.04%-13.2pp | 418.27%-431.5pp |
| Employer contribution / active EE | $5,178 | $5,620-7.9% | $4,952+4.6% | $4,741+9.2% |
| Participant deferral / active EE | $2,804 | $6,447-56.5% | $5,638-50.3% | $6,401-56.2% |
| Admin fee / account holder | $1,613 | $18,094-91.1% | $14,677-89.0% | $11,429-85.9% |