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 | $78,419 | $73,848+6.2% | $143,799-45.5% | $68,486+14.5% |
| Participation rate | 80.8% | 66.7%+14.1pp | 80.3%+0.5pp | 67.9%+12.9pp |
| Annual return | -15.53% | 0.91%-16.4pp | -0.04%-15.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $2,960 | $3,184-7.0% | $4,952-40.2% | $2,597+14.0% |
| Participant deferral / active EE | $8,067 | $3,385+138.3% | $5,638+43.1% | $4,028+100.3% |
| Admin fee / account holder | $1,191 | $5,755-79.3% | $14,677-91.9% | $5,404-78.0% |