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 | $123,035 | $107,809+14.1% | $90,657+35.7% | $135,380-9.1% |
| Participation rate | 81.8% | 78.0%+3.8pp | 74.0%+7.8pp | 82.6%-0.8pp |
| Annual return | -6.23% | -0.90%-5.3pp | 1.89%-8.1pp | 519.81%-526.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,690 | $3,872-56.3% | $3,424-50.6% | $5,609-69.9% |
| Admin fee / account holder | $1,732 | $5,931-70.8% | $4,994-65.3% | $10,828-84.0% |