Sign up free to preview peer percentile detail
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 | $203,770 | $63,703+219.9% | $93,063+119.0% | $82,448+147.2% |
| Participation rate | 91.0% | 63.8%+27.2pp | 72.1%+18.9pp | 68.1%+23.0pp |
| Annual return | 0.00% | -775.43%+775.4pp | 34.15%-34.2pp | 41.64%-41.6pp |
| Employer contribution / active EE | $24,612 | $1,729+1323.8% | $2,476+894.0% | $2,551+864.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,668 | $5,982+11.5% | $6,033+10.5% | $7,234-7.8% |