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 | $66,521 | $174,379-61.9% | $152,093-56.3% | $138,895-52.1% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 14.71% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $3,083 | $4,652-33.7% | $4,175-26.2% | $4,194-26.5% |
| Participant deferral / active EE | $3,853 | $6,159-37.4% | $5,451-29.3% | $6,396-39.8% |
| Admin fee / account holder | $654 | $16,880-96.1% | $14,497-95.5% | $12,562-94.8% |