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 | $96,822 | $156,398-38.1% | $147,318-34.3% | $138,895-30.3% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 19.16% | 78.75%-59.6pp | 70.43%-51.3pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,724 | $4,853-64.5% | $4,593-62.5% | $4,194-58.9% |
| Participant deferral / active EE | $3,688 | $8,237-55.2% | $7,906-53.4% | $6,396-42.3% |
| Admin fee / account holder | $598 | $14,976-96.0% | $13,708-95.6% | $12,562-95.2% |