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 | $72,697 | $73,988-1.7% | $96,538-24.7% | $75,177-3.3% |
| Participation rate | 83.0% | 66.4%+16.5pp | 74.3%+8.6pp | 67.2%+15.8pp |
| Annual return | 16.67% | 26.73%-10.1pp | 35.74%-19.1pp | 160.75%-144.1pp |
| Employer contribution / active EE | $3,478 | $2,930+18.7% | $3,740-7.0% | $2,671+30.2% |
| Participant deferral / active EE | $4,969 | $3,660+35.7% | $4,880+1.8% | $4,126+20.4% |
| Admin fee / account holder | $6,123 | $5,220+17.3% | $6,737-9.1% | $5,651+8.4% |