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 | $107,099 | $201,372-46.8% | $184,260-41.9% | $145,884-26.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 29.04%-29.0pp | 28.84%-28.8pp | 551.85%-551.8pp |
| Employer contribution / active EE | $4,973 | $7,024-29.2% | $6,427-22.6% | $4,662+6.7% |
| Participant deferral / active EE | $14,533 | $9,808+48.2% | $9,133+59.1% | $6,690+117.2% |
| Admin fee / account holder | $878 | $16,362-94.6% | $13,898-93.7% | $13,392-93.4% |