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 | $42,326 | $167,353-74.7% | $143,797-70.6% | $134,545-68.5% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -16.66% | 0.48%-17.1pp | -0.04%-16.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $5,906 | $5,620+5.1% | $4,952+19.3% | $4,742+24.6% |
| Participant deferral / active EE | $6,193 | $6,447-3.9% | $5,638+9.8% | $6,401-3.3% |
| Admin fee / account holder | $1,039 | $18,096-94.3% | $14,679-92.9% | $11,431-90.9% |