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 | $244,931 | $167,362+46.3% | $143,799+70.3% | $134,532+82.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -16.85% | 0.47%-17.3pp | -0.04%-16.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $2,978 | $5,620-47.0% | $4,952-39.9% | $4,741-37.2% |
| Participant deferral / active EE | $8,798 | $6,447+36.5% | $5,638+56.0% | $6,401+37.5% |
| Admin fee / account holder | $9,575 | $18,094-47.1% | $14,677-34.8% | $11,429-16.2% |