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 | $107,666-76.8% | $102,184-75.6% | $154,746-83.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 15.79% | 29.33%-13.5pp | 31.58%-15.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,534 | $3,846-34.1% | $3,594-29.5% | $4,379-42.1% |
| Participant deferral / active EE | $6,190 | $8,719-29.0% | $8,309-25.5% | $6,730-8.0% |
| Admin fee / account holder | $15,317 | $12,943+18.3% | $11,609+31.9% | $14,365+6.6% |