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 | $78,276 | $174,379-55.1% | $152,093-48.5% | $138,895-43.6% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 14.00% | 74.86%-60.9pp | 66.36%-52.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $2,857 | $4,652-38.6% | $4,175-31.6% | $4,194-31.9% |
| Participant deferral / active EE | $4,316 | $6,159-29.9% | $5,451-20.8% | $6,396-32.5% |
| Admin fee / account holder | $3,940 | $16,880-76.7% | $14,497-72.8% | $12,562-68.6% |