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 | $41,693 | $167,362-75.1% | $143,799-71.0% | $134,532-69.0% |
| Participation rate | 95.7% | 84.8%+10.8pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -14.93% | 0.47%-15.4pp | -0.04%-14.9pp | 418.27%-433.2pp |
| Employer contribution / active EE | $2,271 | $5,620-59.6% | $4,952-54.1% | $4,741-52.1% |
| Participant deferral / active EE | $4,140 | $6,447-35.8% | $5,638-26.6% | $6,401-35.3% |
| Admin fee / account holder | $10,861 | $18,094-40.0% | $14,677-26.0% | $11,429-5.0% |