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 | $24,628 | $159,934-84.6% | $147,005-83.2% | $145,959-83.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.81% | 98.24%-74.4pp | 418.76%-395.0pp | 561.95%-538.1pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $15,037 | $8,427+78.4% | $8,070+86.3% | $6,689+124.8% |
| Admin fee / account holder | $5,466 | $15,053-63.7% | $13,006-58.0% | $13,398-59.2% |