Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $179,924 | $211,946-15.1% | $169,452+6.2% | $135,380+32.9% |
| Participation rate | 88.9% | 82.6%+6.3pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -3.81% | 3.26%-7.1pp | 1.83%-5.6pp | 519.81%-523.6pp |
| Employer contribution / active EE | $2,191 | $5,117-57.2% | $4,157-47.3% | $4,779-54.2% |
| Participant deferral / active EE | $7,144 | $6,075+17.6% | $5,277+35.4% | $5,609+27.4% |
| Admin fee / account holder | $22,343 | $11,472+94.8% | $9,110+145.3% | $10,828+106.3% |