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 | $62,037 | $135,956-54.4% | $123,894-49.9% | $273,972-77.4% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 8.94% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,838 | $5,170-64.4% | $4,617-60.2% | $4,869-62.2% |
| Participant deferral / active EE | $5,307 | $6,343-16.3% | $5,984-11.3% | $5,287+0.4% |
| Admin fee / account holder | $3,999 | $9,817-59.3% | $8,357-52.2% | $10,133-60.5% |