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 | $63,825 | $162,136-60.6% | $152,301-58.1% | $154,746-58.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 13.02% | 91.02%-78.0pp | 80.50%-67.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $2,566 | $4,890-47.5% | $4,624-44.5% | $4,379-41.4% |
| Participant deferral / active EE | $5,082 | $8,341-39.1% | $8,004-36.5% | $6,730-24.5% |
| Admin fee / account holder | $4,848 | $15,759-69.2% | $14,398-66.3% | $14,365-66.3% |