Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $33,799 | $181,062-81.3% | $158,223-78.6% | $155,188-78.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.56% | 57.39%-42.8pp | 52.09%-37.5pp | 148.84%-134.3pp |
| Employer contribution / active EE | $2,264 | $4,565-50.4% | $4,109-44.9% | $4,248-46.7% |
| Participant deferral / active EE | $4,247 | $6,134-30.8% | $5,467-22.3% | $6,531-35.0% |
| Admin fee / account holder | $313 | $18,825-98.3% | $16,047-98.1% | $14,480-97.8% |