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 | $61,707 | $92,219-33.1% | $76,766-19.6% | $135,382-54.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -8.10% | 5.46%-13.6pp | 2.43%-10.5pp | 519.77%-527.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,836 | $4,508-59.3% | $3,851-52.3% | $5,609-67.3% |
| Admin fee / account holder | $1,647 | $10,749-84.7% | $6,675-75.3% | $10,829-84.8% |