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 | $235,661 | $183,592+28.4% | $155,567+51.5% | $145,959+61.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.74% | 61.24%-49.5pp | 64.74%-53.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $11,386 | $5,315+114.2% | $4,674+143.6% | $4,661+144.3% |
| Participant deferral / active EE | $13,583 | $6,464+110.1% | $5,628+141.4% | $6,689+103.1% |
| Admin fee / account holder | $1,913 | $19,318-90.1% | $15,916-88.0% | $13,398-85.7% |