Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $68,029 | $174,379-61.0% | $152,093-55.3% | $138,895-51.0% |
| Participation rate | 92.3% | 81.6%+10.7pp | 77.8%+14.5pp | 79.9%+12.4pp |
| Annual return | 18.00% | 74.86%-56.9pp | 66.36%-48.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $2,015 | $4,652-56.7% | $4,175-51.7% | $4,194-51.9% |
| Participant deferral / active EE | $6,848 | $6,159+11.2% | $5,451+25.6% | $6,396+7.1% |
| Admin fee / account holder | $2,735 | $16,880-83.8% | $14,497-81.1% | $12,562-78.2% |