Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $189,681 | $305,925-38.0% | $178,503+6.3% | - |
| Participation rate | 100.0% | 64.3%+35.7pp | 81.9%+18.1pp | - |
| Annual return | 6.53% | 10.58%-4.1pp | 151.12%-144.6pp | - |
| Employer contribution / active EE | $9,008 | $2,545+253.9% | $5,011+79.8% | - |
| Participant deferral / active EE | $7,431 | $2,511+195.9% | $5,202+42.8% | - |
| Admin fee / account holder | $6,822 | $21,071-67.6% | $13,987-51.2% | - |