Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $77,405 | $114,119-32.2% | $107,187-27.8% | $138,895-44.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 15.00% | 273.21%-258.2pp | 204.55%-189.5pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,705 | $4,059-58.0% | $3,782-54.9% | $4,194-59.3% |
| Participant deferral / active EE | $2,047 | $5,538-63.0% | $5,096-59.8% | $6,396-68.0% |
| Admin fee / account holder | $1,302 | $10,024-87.0% | $9,162-85.8% | $12,562-89.6% |