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 | $129,407 | $33,223+289.5% | - | $75,181+72.1% |
| Participation rate | 100.0% | 53.4%+46.6pp | - | 67.2%+32.8pp |
| Annual return | 26.44% | 25.21%+1.2pp | - | 160.69%-134.2pp |
| Employer contribution / active EE | $9,354 | $1,854+404.6% | - | $2,671+250.3% |
| Participant deferral / active EE | $0 | $2,301-100.0% | - | $4,126-100.0% |
| Admin fee / account holder | $1,223 | $3,239-62.3% | - | $5,650-78.4% |