Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $46,103 | $167,362-72.5% | $143,799-67.9% | $134,532-65.7% |
| Participation rate | 76.2% | 84.8%-8.6pp | 80.3%-4.1pp | 81.2%-5.0pp |
| Annual return | -18.09% | 0.47%-18.6pp | -0.04%-18.0pp | 418.27%-436.4pp |
| Employer contribution / active EE | $1,577 | $5,620-71.9% | $4,952-68.2% | $4,741-66.7% |
| Participant deferral / active EE | $4,129 | $6,447-36.0% | $5,638-26.8% | $6,401-35.5% |
| Admin fee / account holder | $955 | $18,094-94.7% | $14,677-93.5% | $11,429-91.6% |