Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $40,814 | $133,998-69.5% | $112,263-63.6% | $134,545-69.7% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -17.01% | 47.17%-64.2pp | 27.49%-44.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $3,420 | $4,040-15.4% | $3,636-6.0% | $4,742-27.9% |
| Participant deferral / active EE | $5,394 | $5,292+1.9% | $4,729+14.1% | $6,401-15.7% |
| Admin fee / account holder | $693 | $7,493-90.7% | $6,410-89.2% | $11,431-93.9% |