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 | $131,711 | $167,353-21.3% | $143,797-8.4% | $134,545-2.1% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -14.40% | 0.48%-14.9pp | -0.04%-14.4pp | 418.37%-432.8pp |
| Employer contribution / active EE | $7,745 | $5,620+37.8% | $4,952+56.4% | $4,742+63.3% |
| Participant deferral / active EE | $6,674 | $6,447+3.5% | $5,638+18.4% | $6,401+4.3% |
| Admin fee / account holder | $4,146 | $18,096-77.1% | $14,679-71.8% | $11,431-63.7% |