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 | $95,399 | $167,352-43.0% | $143,788-33.7% | $134,509-29.1% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -18.83% | 0.47%-19.3pp | -0.03%-18.8pp | 418.13%-437.0pp |
| Employer contribution / active EE | $11,348 | $5,620+101.9% | $4,952+129.2% | $4,741+139.4% |
| Participant deferral / active EE | $6,414 | $6,447-0.5% | $5,638+13.8% | $6,400+0.2% |
| Admin fee / account holder | $4,852 | $18,091-73.2% | $14,675-66.9% | $11,427-57.5% |