Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $70,596 | $165,399-57.3% | $149,745-52.9% | $158,982-55.6% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 17.24% | 348.34%-331.1pp | 276.72%-259.5pp | 302.99%-285.8pp |
| Employer contribution / active EE | $2,374 | $5,105-53.5% | $4,646-48.9% | $4,763-50.2% |
| Participant deferral / active EE | $5,221 | $7,183-27.3% | $6,843-23.7% | $5,983-12.7% |
| Admin fee / account holder | $6,268 | $10,811-42.0% | $9,312-32.7% | $11,252-44.3% |