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 | $56,131 | $162,136-65.4% | $152,301-63.1% | $154,746-63.7% |
| Participation rate | 73.3% | 84.1%-10.8pp | 82.4%-9.1pp | 80.7%-7.4pp |
| Annual return | 16.68% | 91.02%-74.3pp | 80.50%-63.8pp | 172.34%-155.7pp |
| Employer contribution / active EE | $4,035 | $4,890-17.5% | $4,624-12.8% | $4,379-7.9% |
| Participant deferral / active EE | $5,286 | $8,341-36.6% | $8,004-34.0% | $6,730-21.5% |
| Admin fee / account holder | $5,265 | $15,759-66.6% | $14,398-63.4% | $14,365-63.4% |