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 | $72,098 | $114,013-36.8% | $103,693-30.5% | $155,188-53.5% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.1pp | 80.8%-8.1pp |
| Annual return | 18.99% | 49.31%-30.3pp | 47.61%-28.6pp | 148.84%-129.9pp |
| Employer contribution / active EE | $2,411 | $3,131-23.0% | $2,920-17.4% | $4,248-43.2% |
| Participant deferral / active EE | $5,293 | $4,970+6.5% | $4,579+15.6% | $6,531-19.0% |
| Admin fee / account holder | $1,817 | $8,407-78.4% | $7,858-76.9% | $14,480-87.5% |