Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $199,474 | $112,189+77.8% | - | $145,877+36.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | - | 80.3%+19.7pp |
| Annual return | 14.57% | 21.29%-6.7pp | - | 551.28%-536.7pp |
| Employer contribution / active EE | $2,880 | $5,748-49.9% | - | $4,663-38.2% |
| Participant deferral / active EE | $30,500 | $5,634+441.3% | - | $6,691+355.9% |
| Admin fee / account holder | $1,772 | $6,256-71.7% | - | $13,402-86.8% |