Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $77,188 | $167,352-53.9% | $143,788-46.3% | $134,509-42.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -18.72% | 0.47%-19.2pp | -0.03%-18.7pp | 418.13%-436.9pp |
| Employer contribution / active EE | $1,842 | $5,620-67.2% | $4,952-62.8% | $4,741-61.2% |
| Participant deferral / active EE | $3,201 | $6,447-50.3% | $5,638-43.2% | $6,400-50.0% |
| Admin fee / account holder | $2,383 | $18,091-86.8% | $14,675-83.8% | $11,427-79.1% |