Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $52,653 | $53,546-1.7% | $69,890-24.7% | $68,490-23.1% |
| Participation rate | 96.6% | 64.5%+32.0pp | 70.5%+26.1pp | 67.9%+28.7pp |
| Annual return | -14.84% | -13.87%-1.0pp | 190.84%-205.7pp | -7.85%-7.0pp |
| Employer contribution / active EE | $6,543 | $2,019+224.1% | $2,560+155.6% | $2,597+152.0% |
| Participant deferral / active EE | $5,220 | $2,957+76.6% | $3,848+35.6% | $4,028+29.6% |
| Admin fee / account holder | $6,084 | $4,693+29.6% | $6,267-2.9% | $5,403+12.6% |