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 | $88,114 | $167,353-47.3% | $143,797-38.7% | $134,545-34.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -13.19% | 0.48%-13.7pp | -0.04%-13.1pp | 418.37%-431.6pp |
| Employer contribution / active EE | $1,900 | $5,620-66.2% | $4,952-61.6% | $4,742-59.9% |
| Participant deferral / active EE | $5,758 | $6,447-10.7% | $5,638+2.1% | $6,401-10.1% |
| Admin fee / account holder | $1,015 | $18,096-94.4% | $14,679-93.1% | $11,431-91.1% |