Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $54,837 | $156,398-64.9% | $147,318-62.8% | $138,895-60.5% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 79.9%+15.1pp |
| Annual return | 20.63% | 78.75%-58.1pp | 70.43%-49.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $3,672 | $4,853-24.3% | $4,593-20.0% | $4,194-12.4% |
| Participant deferral / active EE | $7,685 | $8,237-6.7% | $7,906-2.8% | $6,396+20.1% |
| Admin fee / account holder | $6,024 | $14,976-59.8% | $13,708-56.1% | $12,562-52.0% |