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 | $98,145 | $72,465+35.4% | $67,575+45.2% | $145,884-32.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.15% | 7222.56%-7207.4pp | 3528.98%-3513.8pp | 551.85%-536.7pp |
| Employer contribution / active EE | $2,083 | $3,074-32.2% | $2,736-23.8% | $4,662-55.3% |
| Participant deferral / active EE | $1,067 | $4,786-77.7% | $4,003-73.4% | $6,690-84.1% |
| Admin fee / account holder | $5,712 | $5,515+3.6% | $3,993+43.1% | $13,392-57.3% |