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 | $228,734 | $117,829+94.1% | $102,423+123.3% | $145,877+56.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 64.31% | 31.83%+32.5pp | 29.42%+34.9pp | 551.28%-487.0pp |
| Employer contribution / active EE | $18,000 | $3,615+398.0% | $3,023+495.4% | $4,663+286.0% |
| Participant deferral / active EE | $21,000 | $5,732+266.3% | $5,054+315.5% | $6,691+213.9% |
| Admin fee / account holder | $1,664 | $13,335-87.5% | $9,455-82.4% | $13,402-87.6% |