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 | $44,608 | $87,106-48.8% | $105,607-57.8% | $80,935-44.9% |
| Participation rate | 92.2% | 70.4%+21.7pp | 75.3%+16.9pp | 67.7%+24.5pp |
| Annual return | 14.65% | 17.01%-2.4pp | 116.11%-101.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $2,883 | $2,396+20.3% | $3,167-9.0% | $2,757+4.6% |
| Participant deferral / active EE | $4,754 | $3,986+19.3% | $5,011-5.1% | $4,299+10.6% |
| Admin fee / account holder | $3,198 | $8,447-62.1% | $10,958-70.8% | $6,924-53.8% |