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 | $66,295 | $109,411-39.4% | $89,435-25.9% | $158,982-58.3% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 15.75% | 345.68%-329.9pp | 245.55%-229.8pp | 302.99%-287.2pp |
| Employer contribution / active EE | $2,294 | $3,173-27.7% | $2,587-11.3% | $4,763-51.8% |
| Participant deferral / active EE | $5,972 | $4,600+29.8% | $3,890+53.5% | $5,983-0.2% |
| Admin fee / account holder | $792 | $6,159-87.1% | $4,884-83.8% | $11,252-93.0% |