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 | $89,568 | $88,754+0.9% | $81,820+9.5% | $145,877-38.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.92% | 1031.77%-1018.8pp | 777.93%-765.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $19,250 | $3,085+523.9% | $2,915+560.4% | $4,663+312.8% |
| Participant deferral / active EE | $15,250 | $4,648+228.1% | $4,323+252.8% | $6,691+127.9% |
| Admin fee / account holder | $303 | $8,424-96.4% | $7,391-95.9% | $13,402-97.7% |