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 | $69,215 | $175,646-60.6% | $129,118-46.4% | $134,532-48.6% |
| Participation rate | 91.7% | 81.6%+10.1pp | 77.2%+14.4pp | 81.2%+10.4pp |
| Annual return | -16.83% | -11.39%-5.4pp | -10.94%-5.9pp | 418.27%-435.1pp |
| Employer contribution / active EE | $2,092 | $6,355-67.1% | $5,051-58.6% | $4,741-55.9% |
| Participant deferral / active EE | $6,038 | $7,970-24.2% | $6,539-7.7% | $6,401-5.7% |
| Admin fee / account holder | $15,596 | $23,578-33.9% | $14,305+9.0% | $11,429+36.5% |