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 | $76,716 | $174,379-56.0% | $152,093-49.6% | $138,895-44.8% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 14.75% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $6,649 | $4,652+42.9% | $4,175+59.3% | $4,194+58.5% |
| Participant deferral / active EE | $5,197 | $6,159-15.6% | $5,451-4.7% | $6,396-18.7% |
| Admin fee / account holder | $1,334 | $16,880-92.1% | $14,497-90.8% | $12,562-89.4% |