Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $75,333 | $142,409-47.1% | $119,634-37.0% | $134,545-44.0% |
| Participation rate | 77.8% | 82.8%-5.1pp | 79.3%-1.5pp | 81.2%-3.5pp |
| Annual return | -18.10% | -12.46%-5.6pp | -14.98%-3.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $1,310 | $5,224-74.9% | $4,232-69.0% | $4,742-72.4% |
| Participant deferral / active EE | $6,132 | $6,468-5.2% | $5,601+9.5% | $6,401-4.2% |
| Admin fee / account holder | $12,153 | $13,594-10.6% | $10,329+17.7% | $11,431+6.3% |