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 | $82,446 | $167,362-50.7% | $143,799-42.7% | $134,532-38.7% |
| Participation rate | 82.6% | 84.8%-2.2pp | 80.3%+2.3pp | 81.2%+1.4pp |
| Annual return | -19.70% | 0.47%-20.2pp | -0.04%-19.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $1,885 | $5,620-66.5% | $4,952-61.9% | $4,741-60.2% |
| Participant deferral / active EE | $3,001 | $6,447-53.5% | $5,638-46.8% | $6,401-53.1% |
| Admin fee / account holder | $4,014 | $18,094-77.8% | $14,677-72.7% | $11,429-64.9% |