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 | $118,191 | $101,342+16.6% | - | $158,966-25.6% |
| Participation rate | 80.0% | 71.5%+8.5pp | - | 82.0%-2.0pp |
| Annual return | 14.62% | 35.92%-21.3pp | - | 302.95%-288.3pp |
| Employer contribution / active EE | $0 | $3,741-100.0% | - | $4,762-100.0% |
| Participant deferral / active EE | $1,000 | $4,815-79.2% | - | $5,983-83.3% |
| Admin fee / account holder | $2,935 | $2,869+2.3% | - | $11,250-73.9% |