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 | $97,337 | $142,392-31.6% | $119,622-18.6% | $134,532-27.6% |
| Participation rate | 91.3% | 82.8%+8.5pp | 79.3%+12.0pp | 81.2%+10.1pp |
| Annual return | -15.63% | -12.46%-3.2pp | -14.98%-0.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $4,764 | $5,224-8.8% | $4,232+12.6% | $4,741+0.5% |
| Participant deferral / active EE | $7,611 | $6,467+17.7% | $5,601+35.9% | $6,401+18.9% |
| Admin fee / account holder | $8,948 | $13,593-34.2% | $10,328-13.4% | $11,429-21.7% |