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 | $84,911 | $167,504-49.3% | $151,628-44.0% | $134,509-36.9% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -20.56% | 7.81%-28.4pp | 3.34%-23.9pp | 418.13%-438.7pp |
| Employer contribution / active EE | $2,090 | $6,828-69.4% | $6,165-66.1% | $4,741-55.9% |
| Participant deferral / active EE | $3,952 | $8,985-56.0% | $8,363-52.7% | $6,400-38.2% |
| Admin fee / account holder | $585 | $13,779-95.8% | $11,613-95.0% | $11,427-94.9% |