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 | $39,462 | $142,392-72.3% | $119,622-67.0% | $134,532-70.7% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -16.31% | -12.46%-3.9pp | -14.98%-1.3pp | 418.27%-434.6pp |
| Employer contribution / active EE | $3,274 | $5,224-37.3% | $4,232-22.6% | $4,741-31.0% |
| Participant deferral / active EE | $5,291 | $6,467-18.2% | $5,601-5.5% | $6,401-17.3% |
| Admin fee / account holder | $2,649 | $13,593-80.5% | $10,328-74.3% | $11,429-76.8% |