Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $78,632 | $167,522-53.1% | $151,639-48.1% | $134,532-41.6% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -20.80% | 7.81%-28.6pp | 3.34%-24.1pp | 418.27%-439.1pp |
| Employer contribution / active EE | $8,509 | $6,828+24.6% | $6,165+38.0% | $4,741+79.5% |
| Participant deferral / active EE | $6,665 | $8,986-25.8% | $8,363-20.3% | $6,401+4.1% |
| Admin fee / account holder | $1,229 | $13,780-91.1% | $11,613-89.4% | $11,429-89.2% |