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 | $88,128 | $158,852-44.5% | $121,220-27.3% | $135,380-34.9% |
| Participation rate | 71.4% | 79.3%-7.9pp | 71.8%-0.3pp | 82.6%-11.2pp |
| Annual return | -7.66% | -0.64%-7.0pp | 16.94%-24.6pp | 519.81%-527.5pp |
| Employer contribution / active EE | $961 | $5,666-83.0% | $4,023-76.1% | $4,779-79.9% |
| Participant deferral / active EE | $1,931 | $4,006-51.8% | $3,345-42.3% | $5,609-65.6% |
| Admin fee / account holder | $1,012 | $6,515-84.5% | $5,021-79.8% | $10,828-90.7% |