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 | $71,406 | $155,555-54.1% | $146,866-51.4% | $155,188-54.0% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.5%-12.5pp | 80.8%-10.8pp |
| Annual return | 26.28% | 115.41%-89.1pp | 102.85%-76.6pp | 148.84%-122.6pp |
| Employer contribution / active EE | $1,787 | $4,647-61.5% | $4,425-59.6% | $4,248-57.9% |
| Participant deferral / active EE | $4,656 | $8,044-42.1% | $7,759-40.0% | $6,531-28.7% |
| Admin fee / account holder | $13,954 | $14,755-5.4% | $13,620+2.4% | $14,480-3.6% |