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 | $85,481 | $100,841-15.2% | - | $167,518-49.0% |
| Participation rate | 100.0% | 69.9%+30.1pp | - | 82.1%+17.9pp |
| Annual return | 10.68% | 15.60%-4.9pp | - | 478.71%-468.0pp |
| Employer contribution / active EE | $2,640 | $3,097-14.8% | - | $4,838-45.4% |
| Participant deferral / active EE | $21,438 | $4,641+361.9% | - | $6,342+238.0% |
| Admin fee / account holder | $1,278 | $3,188-59.9% | - | $12,312-89.6% |