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 | $67,789 | $156,398-56.7% | $147,318-54.0% | $138,895-51.2% |
| Participation rate | 81.3% | 83.8%-2.5pp | 82.1%-0.8pp | 79.9%+1.3pp |
| Annual return | 17.51% | 78.75%-61.2pp | 70.43%-52.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $2,623 | $4,853-46.0% | $4,593-42.9% | $4,194-37.5% |
| Participant deferral / active EE | $3,542 | $8,237-57.0% | $7,906-55.2% | $6,396-44.6% |
| Admin fee / account holder | $1,129 | $14,976-92.5% | $13,708-91.8% | $12,562-91.0% |