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 | $190,295 | $88,815+114.3% | $81,882+132.4% | $145,897+30.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.77% | 1033.75%-1023.0pp | 779.47%-768.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $4,012 | $3,086+30.0% | $2,916+37.6% | $4,663-13.9% |
| Participant deferral / active EE | $7,713 | $4,647+66.0% | $4,323+78.4% | $6,689+15.3% |
| Admin fee / account holder | $25,984 | $8,434+208.1% | $7,360+253.1% | $13,390+94.1% |