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 | $18,213 | $58,241-68.7% | $81,780-77.7% | $80,911-77.5% |
| Participation rate | 91.9% | 63.4%+28.5pp | 72.4%+19.6pp | 67.6%+24.3pp |
| Annual return | 12.49% | 41.73%-29.2pp | 776.27%-763.8pp | 35.63%-23.1pp |
| Employer contribution / active EE | $2,539 | $2,343+8.4% | $2,914-12.8% | $2,756-7.9% |
| Participant deferral / active EE | $3,229 | $3,283-1.6% | $4,321-25.3% | $4,297-24.9% |
| Admin fee / account holder | $2,163 | $4,973-56.5% | $7,384-70.7% | $6,935-68.8% |