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 | $80,473 | $167,352-51.9% | $143,788-44.0% | $134,509-40.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -16.09% | 0.47%-16.6pp | -0.03%-16.1pp | 418.13%-434.2pp |
| Employer contribution / active EE | $3,392 | $5,620-39.7% | $4,952-31.5% | $4,741-28.5% |
| Participant deferral / active EE | $6,848 | $6,447+6.2% | $5,638+21.5% | $6,400+7.0% |
| Admin fee / account holder | $414 | $18,091-97.7% | $14,675-97.2% | $11,427-96.4% |