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 | $64,708 | $157,296-58.9% | $141,191-54.2% | $152,897-57.7% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.5%-1.2pp |
| Annual return | 20.87% | 64.34%-43.5pp | 71.41%-50.5pp | 345.43%-324.6pp |
| Employer contribution / active EE | $4,231 | $5,262-19.6% | $4,736-10.7% | $4,764-11.2% |
| Participant deferral / active EE | $9,442 | $7,111+32.8% | $6,710+40.7% | $5,851+61.4% |
| Admin fee / account holder | $6,179 | $12,125-49.0% | $10,264-39.8% | $11,599-46.7% |