Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $169,132 | $138,895+21.8% | $169,1320% | $138,895+21.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 100.0%0pp | 79.9%+20.1pp |
| Annual return | 13.93% | 145.39%-131.5pp | 13.93%0pp | 145.39%-131.5pp |
| Employer contribution / active EE | $1,173 | $4,194-72.0% | $1,1730% | $4,194-72.0% |
| Participant deferral / active EE | $11,821 | $6,396+84.8% | $11,8210% | $6,396+84.8% |
| Admin fee / account holder | $1,893 | $12,562-84.9% | $1,8930% | $12,562-84.9% |