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 | $62,136 | $154,228-59.7% | $145,433-57.3% | $137,256-54.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 27.50% | 74.59%-47.1pp | 66.58%-39.1pp | 220.34%-192.8pp |
| Employer contribution / active EE | $2,328 | $4,804-51.5% | $4,554-48.9% | $4,156-44.0% |
| Participant deferral / active EE | $8,367 | $8,216+1.8% | $7,897+5.9% | $6,407+30.6% |
| Admin fee / account holder | $1,327 | $14,344-90.7% | $13,129-89.9% | $12,270-89.2% |