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 | $85,268 | $31,571+170.1% | $59,496+43.3% | - |
| Participation rate | 97.0% | 39.6%+57.3pp | 54.6%+42.4pp | - |
| Annual return | 0.05% | -2.34%+2.4pp | 182.05%-182.0pp | - |
| Employer contribution / active EE | $3,303 | $479+589.8% | $1,153+186.5% | - |
| Participant deferral / active EE | $2,930 | $928+215.8% | $1,829+60.2% | - |
| Admin fee / account holder | $4,425 | $13,016-66.0% | $2,232+98.2% | - |