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 | $149,921 | $211,288-29.0% | $178,540-16.0% | $145,884+2.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.20% | 30.27%-20.1pp | 27.15%-17.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $3,100 | $4,574-32.2% | $3,953-21.6% | $4,662-33.5% |
| Participant deferral / active EE | $9,559 | $6,967+37.2% | $6,281+52.2% | $6,690+42.9% |
| Admin fee / account holder | $40,253 | $12,105+232.5% | $10,424+286.1% | $13,392+200.6% |