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 | $57,164 | $67,602-15.4% | $82,312-30.6% | $70,126-18.5% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.7pp | 69.5%+28.0pp |
| Annual return | 16.22% | 21.57%-5.3pp | 25.88%-9.7pp | 73.15%-56.9pp |
| Employer contribution / active EE | $4,511 | $1,755+157.1% | $2,428+85.8% | $2,343+92.6% |
| Participant deferral / active EE | $3,615 | $2,987+21.0% | $3,706-2.5% | $3,332+8.5% |
| Admin fee / account holder | $3,856 | $4,512-14.5% | $5,608-31.2% | $4,645-17.0% |