Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $37,678 | $167,353-77.5% | $143,797-73.8% | $134,545-72.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -12.73% | 0.48%-13.2pp | -0.04%-12.7pp | 418.37%-431.1pp |
| Employer contribution / active EE | $2,594 | $5,620-53.8% | $4,952-47.6% | $4,742-45.3% |
| Participant deferral / active EE | $7,307 | $6,447+13.3% | $5,638+29.6% | $6,401+14.1% |
| Admin fee / account holder | $364 | $18,096-98.0% | $14,679-97.5% | $11,431-96.8% |