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 | $95,285 | $167,323-43.1% | $143,770-33.7% | $134,493-29.2% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -11.35% | 0.47%-11.8pp | -0.04%-11.3pp | 418.01%-429.4pp |
| Employer contribution / active EE | $3,940 | $5,619-29.9% | $4,951-20.4% | $4,740-16.9% |
| Participant deferral / active EE | $3,526 | $6,446-45.3% | $5,638-37.4% | $6,400-44.9% |
| Admin fee / account holder | $39,946 | $18,088+120.8% | $14,673+172.2% | $11,425+249.6% |