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 | $63,667 | $156,398-59.3% | $147,318-56.8% | $138,895-54.2% |
| Participation rate | 72.2% | 83.8%-11.5pp | 82.1%-9.8pp | 79.9%-7.7pp |
| Annual return | 18.24% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,881 | $4,853-61.2% | $4,593-59.0% | $4,194-55.1% |
| Participant deferral / active EE | $2,674 | $8,237-67.5% | $7,906-66.2% | $6,396-58.2% |
| Admin fee / account holder | $594 | $14,976-96.0% | $13,708-95.7% | $12,562-95.3% |