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 | $70,744 | $154,228-54.1% | $145,433-51.4% | $137,256-48.5% |
| Participation rate | 81.3% | 83.8%-2.5pp | 82.1%-0.9pp | 80.0%+1.3pp |
| Annual return | 15.14% | 74.59%-59.5pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $4,391 | $4,804-8.6% | $4,554-3.6% | $4,156+5.7% |
| Participant deferral / active EE | $9,894 | $8,216+20.4% | $7,897+25.3% | $6,407+54.4% |
| Admin fee / account holder | $20,748 | $14,344+44.6% | $13,129+58.0% | $12,270+69.1% |