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 | $67,672 | $125,778-46.2% | $114,563-40.9% | $154,746-56.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.9%+2.1pp | 80.7%-5.7pp |
| Annual return | 13.15% | 295.14%-282.0pp | 241.09%-227.9pp | 172.34%-159.2pp |
| Employer contribution / active EE | $2,598 | $2,806-7.4% | $2,592+0.2% | $4,379-40.7% |
| Participant deferral / active EE | $6,146 | $4,445+38.3% | $4,142+48.4% | $6,730-8.7% |
| Admin fee / account holder | $781 | $8,190-90.5% | $7,623-89.8% | $14,365-94.6% |