Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $55,165 | $167,362-67.0% | $143,799-61.6% | $134,532-59.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.72% | 0.47%-20.2pp | -0.04%-19.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $2,646 | $5,620-52.9% | $4,952-46.6% | $4,741-44.2% |
| Participant deferral / active EE | $11,574 | $6,447+79.5% | $5,638+105.3% | $6,401+80.8% |
| Admin fee / account holder | $655 | $18,094-96.4% | $14,677-95.5% | $11,429-94.3% |