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 | $57,786 | $183,540-68.5% | $92,915-37.8% | - |
| Participation rate | 100.0% | 69.1%+30.9pp | 76.0%+24.0pp | - |
| Annual return | 22.42% | 7.80%+14.6pp | 109.45%-87.0pp | - |
| Employer contribution / active EE | $2,619 | $2,217+18.1% | $3,653-28.3% | - |
| Participant deferral / active EE | $5,411 | $3,031+78.5% | $4,238+27.7% | - |
| Admin fee / account holder | $4,091 | $9,074-54.9% | $5,796-29.4% | - |