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 | $24,955 | $100,970-75.3% | $96,576-74.2% | $137,256-81.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.79% | 38.16%-22.4pp | 38.47%-22.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,534 | $3,809-33.5% | $3,553-28.7% | $4,156-39.0% |
| Participant deferral / active EE | $6,190 | $8,286-25.3% | $7,956-22.2% | $6,407-3.4% |
| Admin fee / account holder | $15,317 | $11,312+35.4% | $11,381+34.6% | $12,270+24.8% |