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 | $156,581 | $142,409+10.0% | $119,634+30.9% | $134,545+16.4% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | -11.67% | -12.46%+0.8pp | -14.98%+3.3pp | 418.37%-430.0pp |
| Employer contribution / active EE | $4,667 | $5,224-10.7% | $4,232+10.3% | $4,742-1.6% |
| Participant deferral / active EE | $9,396 | $6,468+45.3% | $5,601+67.8% | $6,401+46.8% |
| Admin fee / account holder | $1,649 | $13,594-87.9% | $10,329-84.0% | $11,431-85.6% |