Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $75,495 | $172,111-56.1% | $150,298-49.8% | $137,256-45.0% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 17.43% | 69.37%-51.9pp | 62.79%-45.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,008 | $4,636-35.1% | $4,154-27.6% | $4,156-27.6% |
| Participant deferral / active EE | $5,163 | $6,166-16.3% | $5,453-5.3% | $6,407-19.4% |
| Admin fee / account holder | $1,913 | $16,471-88.4% | $14,116-86.4% | $12,270-84.4% |