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 | $116,856 | $167,353-30.2% | $143,797-18.7% | $134,545-13.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.89% | 0.48%-17.4pp | -0.04%-16.8pp | 418.37%-435.3pp |
| Employer contribution / active EE | $5,092 | $5,620-9.4% | $4,952+2.8% | $4,742+7.4% |
| Participant deferral / active EE | $10,398 | $6,447+61.3% | $5,638+84.4% | $6,401+62.4% |
| Admin fee / account holder | $2,940 | $18,096-83.8% | $14,679-80.0% | $11,431-74.3% |