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 | $96,564 | $88,672+8.9% | $105,223-8.2% | $82,448+17.1% |
| Participation rate | 98.3% | 67.9%+30.4pp | 75.0%+23.3pp | 68.1%+30.3pp |
| Annual return | 74.40% | 30.86%+43.5pp | 180.65%-106.2pp | 41.64%+32.8pp |
| Employer contribution / active EE | $8,689 | $3,048+185.1% | $3,689+135.6% | $2,551+240.6% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,527 | $7,146-8.7% | $8,859-26.3% | $7,234-9.8% |