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 | $72,491 | $212,386-65.9% | $199,883-63.7% | $138,895-47.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.8%+0.7pp | 79.9%+7.6pp |
| Annual return | 14.42% | 47.75%-33.3pp | 43.81%-29.4pp | 145.39%-131.0pp |
| Employer contribution / active EE | $2,476 | $6,625-62.6% | $6,261-60.5% | $4,194-41.0% |
| Participant deferral / active EE | $5,546 | $9,617-42.3% | $9,138-39.3% | $6,396-13.3% |
| Admin fee / account holder | $669 | $18,233-96.3% | $17,268-96.1% | $12,562-94.7% |