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 | $50,602 | $95,917-47.2% | $79,583-36.4% | $134,545-62.4% |
| Participation rate | 88.9% | 75.0%+13.8pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | -14.39% | -2.70%-11.7pp | 0.16%-14.5pp | 418.37%-432.8pp |
| Employer contribution / active EE | $3,997 | $3,129+27.7% | $2,414+65.6% | $4,742-15.7% |
| Participant deferral / active EE | $4,070 | $4,694-13.3% | $3,986+2.1% | $6,401-36.4% |
| Admin fee / account holder | $493 | $9,132-94.6% | $6,835-92.8% | $11,431-95.7% |