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 | $87,944 | $167,353-47.4% | $143,797-38.8% | $134,545-34.6% |
| Participation rate | 89.5% | 84.8%+4.7pp | 80.3%+9.2pp | 81.2%+8.2pp |
| Annual return | -16.23% | 0.48%-16.7pp | -0.04%-16.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $1,814 | $5,620-67.7% | $4,952-63.4% | $4,742-61.7% |
| Participant deferral / active EE | $3,675 | $6,447-43.0% | $5,638-34.8% | $6,401-42.6% |
| Admin fee / account holder | $38,027 | $18,096+110.1% | $14,679+159.1% | $11,431+232.7% |