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 | $21,916 | $160,040-86.3% | $147,096-85.1% | $145,877-85.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $4,639 | $5,289-12.3% | $4,936-6.0% | $4,663-0.5% |
| Participant deferral / active EE | $17,033 | $8,429+102.1% | $8,071+111.0% | $6,691+154.6% |
| Admin fee / account holder | $415 | $15,050-97.2% | $13,005-96.8% | $13,402-96.9% |