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 | $235,638 | $81,504+189.1% | $102,437+130.0% | $80,959+191.1% |
| Participation rate | 87.8% | 66.9%+20.9pp | 74.5%+13.3pp | 67.7%+20.1pp |
| Annual return | 859.78% | 25.60%+834.2pp | 24.95%+834.8pp | 35.67%+824.1pp |
| Employer contribution / active EE | $32,827 | $3,104+957.7% | $3,871+748.1% | $2,757+1090.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,918 | $6,719-71.4% | $8,388-77.1% | $6,925-72.3% |