Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $126,771 | $88,702+42.9% | $81,780+55.0% | $145,978-13.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.96% | 1029.12%-1016.2pp | 776.27%-763.3pp | 550.52%-537.6pp |
| Employer contribution / active EE | $31,681 | $3,084+927.2% | $2,914+987.3% | $4,662+579.6% |
| Participant deferral / active EE | $26,783 | $4,645+476.6% | $4,321+519.9% | $6,690+300.4% |
| Admin fee / account holder | $1,050 | $8,414-87.5% | $7,384-85.8% | $13,400-92.2% |