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 | $35,226 | $167,353-79.0% | $143,797-75.5% | $134,545-73.8% |
| Participation rate | 89.5% | 84.8%+4.7pp | 80.3%+9.2pp | 81.2%+8.2pp |
| Annual return | -15.60% | 0.48%-16.1pp | -0.04%-15.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $2,040 | $5,620-63.7% | $4,952-58.8% | $4,742-57.0% |
| Participant deferral / active EE | $4,143 | $6,447-35.7% | $5,638-26.5% | $6,401-35.3% |
| Admin fee / account holder | $749 | $18,096-95.9% | $14,679-94.9% | $11,431-93.4% |