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 | $83,456 | $167,362-50.1% | $143,799-42.0% | $134,532-38.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.06% | 0.47%-17.5pp | -0.04%-17.0pp | 418.27%-435.3pp |
| Employer contribution / active EE | $2,135 | $5,620-62.0% | $4,952-56.9% | $4,741-55.0% |
| Participant deferral / active EE | $5,166 | $6,447-19.9% | $5,638-8.4% | $6,401-19.3% |
| Admin fee / account holder | $8,299 | $18,094-54.1% | $14,677-43.5% | $11,429-27.4% |