Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $87,089 | $145,904-40.3% | $83,830+3.9% | - |
| Participation rate | 80.8% | 64.1%+16.7pp | 76.1%+4.7pp | - |
| Annual return | 51.44% | -3.19%+54.6pp | 850.97%-799.5pp | - |
| Employer contribution / active EE | $3,221 | $1,734+85.7% | $3,631-11.3% | - |
| Participant deferral / active EE | $4,672 | $2,760+69.3% | $4,082+14.5% | - |
| Admin fee / account holder | $7,167 | $8,727-17.9% | $5,479+30.8% | - |