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 | $165,813 | $110,083+50.6% | $151,645+9.3% | $68,490+142.1% |
| Participation rate | 89.7% | 84.0%+5.7pp | 87.5%+2.2pp | 67.9%+21.8pp |
| Annual return | -16.99% | -10.12%-6.9pp | 3.34%-20.3pp | -7.85%-9.1pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $13,509 | $6,526+107.0% | $8,363+61.5% | $4,028+235.4% |
| Admin fee / account holder | $7,770 | $7,718+0.7% | $11,614-33.1% | $5,403+43.8% |