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 | $44,230 | $174,379-74.6% | $152,093-70.9% | $138,895-68.2% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 15.26% | 74.86%-59.6pp | 66.36%-51.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,760 | $4,652-62.2% | $4,175-57.8% | $4,194-58.0% |
| Participant deferral / active EE | $5,443 | $6,159-11.6% | $5,451-0.2% | $6,396-14.9% |
| Admin fee / account holder | $630 | $16,880-96.3% | $14,497-95.7% | $12,562-95.0% |