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 | $127,073 | $167,353-24.1% | $143,797-11.6% | $134,545-5.6% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -18.44% | 0.48%-18.9pp | -0.04%-18.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $2,246 | $5,620-60.0% | $4,952-54.7% | $4,742-52.6% |
| Participant deferral / active EE | $8,161 | $6,447+26.6% | $5,638+44.7% | $6,401+27.5% |
| Admin fee / account holder | $697 | $18,096-96.1% | $14,679-95.2% | $11,431-93.9% |