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 | $79,345 | $174,379-54.5% | $152,093-47.8% | $138,895-42.9% |
| Participation rate | 78.3% | 81.6%-3.4pp | 77.8%+0.5pp | 79.9%-1.7pp |
| Annual return | 14.38% | 74.86%-60.5pp | 66.36%-52.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $2,630 | $4,652-43.5% | $4,175-37.0% | $4,194-37.3% |
| Participant deferral / active EE | $5,386 | $6,159-12.5% | $5,451-1.2% | $6,396-15.8% |
| Admin fee / account holder | $4,976 | $16,880-70.5% | $14,497-65.7% | $12,562-60.4% |