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 | $60,597 | $135,956-55.4% | $123,894-51.1% | $273,972-77.9% |
| Participation rate | 90.5% | 84.1%+6.4pp | 81.4%+9.1pp | 83.0%+7.5pp |
| Annual return | 79.89% | 56.63%+23.3pp | 47.52%+32.4pp | 41.46%+38.4pp |
| Employer contribution / active EE | $3,768 | $5,170-27.1% | $4,617-18.4% | $4,869-22.6% |
| Participant deferral / active EE | $6,296 | $6,343-0.7% | $5,984+5.2% | $5,287+19.1% |
| Admin fee / account holder | $908 | $9,817-90.8% | $8,357-89.1% | $10,133-91.0% |