Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $36,029 | $167,362-78.5% | $143,799-74.9% | $134,532-73.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.39% | 0.47%-16.9pp | -0.04%-16.3pp | 418.27%-434.7pp |
| Employer contribution / active EE | $1,850 | $5,620-67.1% | $4,952-62.6% | $4,741-61.0% |
| Participant deferral / active EE | $3,718 | $6,447-42.3% | $5,638-34.1% | $6,401-41.9% |
| Admin fee / account holder | $2,320 | $18,094-87.2% | $14,677-84.2% | $11,429-79.7% |