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 | $18,316 | $72,071-74.6% | $68,368-73.2% | $137,256-86.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 39.43% | 353.14%-313.7pp | 292.57%-253.1pp | 220.34%-180.9pp |
| Employer contribution / active EE | $6,100 | $2,788+118.8% | $2,649+130.3% | $4,156+46.8% |
| Participant deferral / active EE | $6,120 | $4,410+38.8% | $4,123+48.5% | $6,407-4.5% |
| Admin fee / account holder | $1,735 | $5,336-67.5% | $5,150-66.3% | $12,270-85.9% |