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 | $92,508 | $167,352-44.7% | $143,788-35.7% | $134,509-31.2% |
| Participation rate | 76.5% | 84.8%-8.3pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -16.14% | 0.47%-16.6pp | -0.03%-16.1pp | 418.13%-434.3pp |
| Employer contribution / active EE | $7,301 | $5,620+29.9% | $4,952+47.4% | $4,741+54.0% |
| Participant deferral / active EE | $4,566 | $6,447-29.2% | $5,638-19.0% | $6,400-28.7% |
| Admin fee / account holder | $1,821 | $18,091-89.9% | $14,675-87.6% | $11,427-84.1% |