Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,494 | $167,522-80.0% | $151,639-77.9% | $134,532-75.1% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -15.89% | 7.81%-23.7pp | 3.34%-19.2pp | 418.27%-434.2pp |
| Employer contribution / active EE | $5,243 | $6,828-23.2% | $6,165-15.0% | $4,741+10.6% |
| Participant deferral / active EE | $10,353 | $8,986+15.2% | $8,363+23.8% | $6,401+61.7% |
| Admin fee / account holder | $2,724 | $13,780-80.2% | $11,613-76.5% | $11,429-76.2% |