Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $94,912 | $177,156-46.4% | $147,027-35.4% | $154,746-38.7% |
| Participation rate | 71.4% | 79.4%-7.9pp | 73.7%-2.3pp | 80.7%-9.3pp |
| Annual return | 14.78% | 21.94%-7.2pp | 20.23%-5.5pp | 172.34%-157.6pp |
| Employer contribution / active EE | $4,614 | $4,336+6.4% | $3,626+27.2% | $4,379+5.4% |
| Participant deferral / active EE | $14,154 | $5,797+144.2% | $4,933+186.9% | $6,730+110.3% |
| Admin fee / account holder | $460 | $14,904-96.9% | $12,223-96.2% | $14,365-96.8% |