Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $65,502 | $185,312-64.7% | $161,489-59.4% | $154,746-57.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 21.32% | 103.84%-82.5pp | 89.72%-68.4pp | 172.34%-151.0pp |
| Employer contribution / active EE | $2,463 | $4,769-48.4% | $4,268-42.3% | $4,379-43.8% |
| Participant deferral / active EE | $8,088 | $6,350+27.4% | $5,630+43.7% | $6,730+20.2% |
| Admin fee / account holder | $2,202 | $18,654-88.2% | $16,006-86.2% | $14,365-84.7% |