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 | $78,614 | $140,578-44.1% | $100,671-21.9% | $125,388-37.3% |
| Participation rate | 90.0% | 80.4%+9.6pp | 70.7%+19.3pp | 83.2%+6.8pp |
| Annual return | -3.09% | 24.67%-27.8pp | 20.43%-23.5pp | 282.24%-285.3pp |
| Employer contribution / active EE | $1,143 | $5,965-80.8% | $4,012-71.5% | $4,866-76.5% |
| Participant deferral / active EE | $35 | $3,981-99.1% | $3,144-98.9% | $5,352-99.4% |
| Admin fee / account holder | $1,205 | $6,716-82.1% | $4,850-75.2% | $9,541-87.4% |