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 | $50,432 | $167,533-69.9% | $151,645-66.7% | $134,545-62.5% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.5%+7.0pp | 81.2%+13.2pp |
| Annual return | -21.04% | 7.81%-28.9pp | 3.34%-24.4pp | 418.37%-439.4pp |
| Employer contribution / active EE | $2,430 | $6,828-64.4% | $6,165-60.6% | $4,742-48.8% |
| Participant deferral / active EE | $7,795 | $8,985-13.2% | $8,363-6.8% | $6,401+21.8% |
| Admin fee / account holder | $1,339 | $13,781-90.3% | $11,614-88.5% | $11,431-88.3% |