Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,213 | $58,311-68.8% | $81,882-77.8% | $80,959-77.5% |
| Participation rate | 91.9% | 63.5%+28.5pp | 72.4%+19.5pp | 67.7%+24.3pp |
| Annual return | 12.49% | 41.85%-29.4pp | 779.47%-767.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,539 | $2,347+8.2% | $2,916-12.9% | $2,757-7.9% |
| Participant deferral / active EE | $3,229 | $3,287-1.8% | $4,323-25.3% | $4,300-24.9% |
| Admin fee / account holder | $2,163 | $4,752-54.5% | $7,360-70.6% | $6,925-68.8% |