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 | $71,102 | $135,956-47.7% | $123,894-42.6% | $273,972-74.0% |
| Participation rate | 81.3% | 84.1%-2.8pp | 81.4%-0.2pp | 83.0%-1.8pp |
| Annual return | 6.28% | 56.63%-50.4pp | 47.52%-41.2pp | 41.46%-35.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,308 | $6,343-0.6% | $5,984+5.4% | $5,287+19.3% |
| Admin fee / account holder | $12,601 | $9,817+28.4% | $8,357+50.8% | $10,133+24.4% |