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 | $66,265 | $199,109-66.7% | $173,730-61.9% | $154,746-57.2% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.6%+12.1pp | 80.7%+11.0pp |
| Annual return | 9.81% | 20.02%-10.2pp | 19.96%-10.1pp | 172.34%-162.5pp |
| Employer contribution / active EE | $2,093 | $5,311-60.6% | $4,577-54.3% | $4,379-52.2% |
| Participant deferral / active EE | $3,603 | $7,113-49.3% | $6,326-43.0% | $6,730-46.5% |
| Admin fee / account holder | $6,907 | $20,916-67.0% | $17,523-60.6% | $14,365-51.9% |