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 | $74,516 | $165,381-54.9% | $149,730-50.2% | $158,966-53.1% |
| Participation rate | 73.9% | 84.6%-10.7pp | 82.5%-8.6pp | 82.0%-8.1pp |
| Annual return | 20.82% | 348.29%-327.5pp | 276.70%-255.9pp | 302.95%-282.1pp |
| Employer contribution / active EE | $5,640 | $5,104+10.5% | $4,645+21.4% | $4,762+18.4% |
| Participant deferral / active EE | $2,488 | $7,182-65.4% | $6,843-63.6% | $5,983-58.4% |
| Admin fee / account holder | $3,896 | $10,809-64.0% | $9,310-58.2% | $11,250-65.4% |