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 | $180,746 | $142,409+26.9% | $119,634+51.1% | $134,545+34.3% |
| Participation rate | 76.2% | 82.8%-6.6pp | 79.3%-3.1pp | 81.2%-5.0pp |
| Annual return | -15.37% | -12.46%-2.9pp | -14.98%-0.4pp | 418.37%-433.7pp |
| Employer contribution / active EE | $2,499 | $5,224-52.2% | $4,232-41.0% | $4,742-47.3% |
| Participant deferral / active EE | $8,013 | $6,468+23.9% | $5,601+43.1% | $6,401+25.2% |
| Admin fee / account holder | $18,289 | $13,594+34.5% | $10,329+77.1% | $11,431+60.0% |