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 | $34,161 | $167,353-79.6% | $143,797-76.2% | $134,545-74.6% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -15.59% | 0.48%-16.1pp | -0.04%-15.5pp | 418.37%-434.0pp |
| Employer contribution / active EE | $2,821 | $5,620-49.8% | $4,952-43.0% | $4,742-40.5% |
| Participant deferral / active EE | $5,170 | $6,447-19.8% | $5,638-8.3% | $6,401-19.2% |
| Admin fee / account holder | $6,302 | $18,096-65.2% | $14,679-57.1% | $11,431-44.9% |